Qualifications

Masters of Business Administration – Finance & Funds Management
Graduate Diploma – Financial Planning
Certified Financial Planner
Risk Life Specialist Designation

Accreditations

Australian Institute of Company Directors (AICD Graduate)

Louise Lakomy brings a wide range of experience and depth of knowledge in all facets of financial planning. With over 20 years of experience,  Louise advises individual clients, companies, institutional clients and trustees of superannuation funds by individually tailoring financial solutions to meet their specific needs and objectives.

Louise takes a holistic approach to planning, ensuring client objectives are consistently met.

Areas of Expertise

• Basic and non-basic deposit products;
• Government debentures, stocks or bonds;
• Life insurance products;
• Managed investment schemes, including IDPS;
• Margin Lending products;
• Securities; and
• Superannuation.

Other

For six years, Louise served as a Board member for the Financial Planning Association of Australia (FPA), where she received an FPA Distinguished Service Award and Fellow Award. Louise has also been a Director of the Financial Ombudsman Service and a finalist for Financial Planner of the Year for the 2015 Women in Financial Services Awards. Louise also served as a FASEA board member.