“I really enjoy helping people in achieving their goals. Through understanding and tracking their progress together we look confidently to the future.”
Lydia’s engaging and understanding approach to delivering on her clients’ specific needs are key elements of her friendly yet professional style. Working with multi-generational families she enjoys assisting each generation with their unique challenges to help them achieve their personal and business goals. Lydia’s unique personal experience gained from her own family business allows her to provide a deep insight and understanding into other families in business.
Lydia is an Accredited Adviser with the Family Business Association – the peer group for successful, large, family owned businesses in Australia – with a Bachelor of Management & International Business and a Diploma in Financial Services (Financial Planning). She is a Certified Financial Planner CFP® and an Authorised Representative of Pitcher Partners Private Wealth Pty Ltd.
Qualifications and memberships
- Certified Financial Planner CFP®
- Bachelor of Business (University of Newcastle)
- Advanced Diploma of Financial Services (Kaplan)
- Accredited Adviser Family Business Association
- Member of the Financial Advice Association Australia (FAAA)
