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Louise Lakomy

Financial Adviser

|

Certified

Louise Lakomy

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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A director with Crystal Wealth since 2015, Louise brings a wide range of experience and depth of knowledge in all facets of financial planning to her role. Louise has been providing sound financial advice for over 15 years, working in private banks and managing large portfolios of high net worth clients across the retiree and wealth accumulation demographic. Louise takes a holistic approach to planning to ensure client objectives are consistently met. She works one-on-one with her clients to bring clarity, direction and organisation to their financial affairs. Louise is a Certified Financial Planner with a Life Risk Specialist designation. She holds a Masters of Business Administration, majoring in finance and funds management, a Graduate Diploma in Financial Planning, and is a Graduate of the Australian Institute of Company Directors. 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 2015 Women in Financial Services Awards. Louise is currently a FASEA board member. Louise is passionate about the education of young people and financial literacy and enjoys presenting at schools and universities to assist in this area. In her spare time, Louise loves to run, play netball and is actively involved in her children’s sporting activities.

Address

Level 7, 6 O'Connell Street, Sydney, NSW, AU, 2000

Phone

Mobile

Email

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Organisation

  • Crystal Wealth Partners Ltd

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.