Lucy provides sound and objective advice to her clients both private and non profit, who wish to preserve capital and grow their wealth. Lucy focuses on all areas of investment management, including equities, bonds and alternative assets. The advice that Lucy provides is tailored to every individual and sits alongside an investment plan that reflects their financial goals.
In addition to her adviser role, Lucy also provides regular commentary on the economy and markets to a range of national media outlets. See some of her recent media appearances linked below.
Lucy holds a Bachelor of International and Global Studies with a Business and Political Economy major from the University of Sydney and is ASX Derivatives accredited.