Lara builds client relationships based on trust, transparency and a determination to succeed. Her expert advice will help you to plan successfully for your retirement. She will develop strategies designed to build and protect your wealth, and secure your financial future.
Lara’s specialisation is in helping people with self-managed super funds (SMSF) to achieve the best outcomes for their fund from a financial perspective.
Lara has worked in the financial services industry since 1996 and is passionate about helping clients to understand how they can take control of their retirement planning and pension phase.
Lara is a secret thrill seeker who used to fly planes! It’s a hobby she hopes to return to when her children are a little older.
Lara has multiple qualifications and memberships including:
- Diploma of Financial Services (Financial Planning)
- Advanced Diploma in Financial Services (Financial Planning)
- Masters of Financial Planning
- SMSF Specialist Advisor with the SMSF Association
Expertise
At a glance
- Adviser status Gold
- First year providing advice 2002
- Years of experience 22
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Ord Minnett Ltd
426 King StNewcastle West, NSW 2302
Licensed by
Ord Minnett Ltd
AFSL 237121