- Bachelor of Financial Planning
- Studying to become a Certified Financial Planner (CFP®)
My passion to strengthen clients’ financial literacy, coupled with my ambition to help others reach their financial goals, has been my driving force to pursue a career in the financial industry.
Elizabeth has worked in the finance industry for three years. In her previous role she worked as a Paraplanner where she conducted strategic work such as investment analysis for a wide range of clients. Since February 2018 Elizabeth has been a Financial Planner with StatePlus and now provides expert advice about superannuation with a particular focus on those in retirement. Elizabeth is passionate about explaining strategies so clients are able to improve their understanding of personal finance.
In 2015 Elizabeth graduated from the University of Canberra with a Bachelor of Commerce with a double major in Financial Planning and Entrepreneurial Management. In her commitment to lifelong learning, Elizabeth is currently studying to become a Certified Financial Planner to provide even better service in the future.
Elizabeth has lived in Canberra her whole life and loves all that Canberra has to offer. She is often kept busy with her family, especially her two young boys, golden retriever and kitten. However she also enjoys catching up with friends and family over a good cup of coffee.