Lucy has over 20 years experience in the financial services industry, having previously worked in client facing and treasury roles.

Areas of Expertise

  • Private client administration
  • Treasury

Responsibilities

Lucy assists the private client team with day-to-day administration. This includes arranging distributions and payments of trust structure expenses, drafting minutes for monitoring and transactional work, and other general administration.

Qualifications

  • Unit 1 Financial Regulation - Securities and Investment Institute 
  • ACI Diploma - ACI FMA
  • Dealing Certificate - ACI FMA
  • Settlements Certificate - ACI FMA

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