Lucy joined our Wealth Management team in 2014 where she enjoys the role of Executive Administrator. Lucy prepares our formal Statements of Advice, and ensures all documentation and processes are completed and executed in accordance with our rigorous compliance standards. Lucy has become the first point of call for many of our clients and works closely with our Planners ensuring our clients are well looked after in the advice process.
Lucy also assists in the administration of our Self-Managed Super Fund clients, having obtained her SMSF Specialist Advisor™ accreditation via the SMSF Association.

Outside of work Lucy enjoys exploring the Bendigo region with her husband Shane, renovating their house, gardening and keeping fit.

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General Advice Warning

The information contained in the website is given by SWR in good faith and has been derived from sources believed to be accurate as at the time of publication. Changes in circumstances and legislation after the date of publication may impact on the accuracy of the information. Subject to relevant law, neither SWR,nor any of the company directors or employees, give any warranty or representation as to the accuracy, reliability or completeness of the information.The information on this website is current at the time of posting, however, may be subject to change at any time.

SWR Wealth Management Pty Ltd

ABN: 70 151 479 864

41b Breen Street

Phone: 03 5441 0999 Fax:

Email: wealth@swrgroup.com.au

SWR Wealth Management Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 | AFSL 246934

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Bendigo	41B Breen Street Bendigo VIC 3550 (03) 5441 0999
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