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Danae Lacey

Danae Lacey

Financial Planner

Qualifications

  • Certified Financial Planner®
  • Master of Financial Services
  • SMSF Specialist Advisor

Working with clients to help them achieve their financial goals and growing and protecting their wealth is my passion. My personable approach puts clients immediately at ease and I have a strong desire to develop trust for a long and lasting client-adviser relationship.

Danae joined StatePlus in 2018, bringing with her a vast knowledge of the financial services industry. Throughout her career, Danae has developed extensive technical skills and prides herself on her ability to communicate complex financial planning strategies in simple terms. Her personable approach puts clients at ease whilst maintaining the highest professional client service standards.

Danae began her Financial Planning career in 2006 with the one of the largest accountancy firms on the Mid-North Coast of NSW. She then went on to work for a leading private wealth management firm in Sydney and a mid-sized boutique financial services firm in Wollongong; all whilst undertaking her tertiary studies. Danae attained her Master of Financial Services degree and the Certified Financial Planner designation in 2016.

Born and educated in Wollongong NSW, Danae relocated to Canberra with her family in 2018. Danae married her long-term partner in 2016 and spends her leisure time visiting with friends and family and dining out at new restaurants. As an avid traveller herself, Danae relishes in her clients’ tales of their travels abroad.