Liz Whalley

Our people

Liz Whalley

Financial Adviser

Liz is a relationship-focused financial adviser who enjoys working with clients from all walks of life. 

With over seven years of experience in the financial services industry, Liz understands how tailored, professional advice can help people achieve their financial goals. Since joining the business in 2020, she has worked across client services and paraplanning, becoming a fully qualified adviser in 2023. Liz is an accredited SMSF Specialiast Advisor (SSA®), holds a Masters in Financial Planning, and a Graduate Diploma of Financial Planning. 

For Liz, financial advice is about more than just numbers — it’s about people. “We really do ride the highs and lows together,” she says. “I love listening to what drives my clients and feel privileged when someone trusts me to help them along the way.” 

Outside of work, Liz has a passion for muscle cars, snorkelling, and travel. 

Insights

Insights by Liz Whalley

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