Louise Lakomy
Financial Adviser
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About
Louise Lakomy is an ASIC-registered financial adviser dedicated to helping individuals and families in Sydney achieve their financial goals. With a robust educational background including a Bachelor of Nursing from the University of Sydney, an MBA in Funds Management and Finance from UTS, and a Graduate Diploma in Personal Financial Planning from USQ, Louise brings a wealth of knowledge and experience to her practice. Furthering her professional expertise, she holds certifications such as CFP, Life Risk Specialist (LRS), and has completed the Company Directors Course from AICD, ensuring she remains at the forefront of financial planning and governance. As an authorised financial adviser, Louise provides expert guidance on a comprehensive range of financial products including superannuation, insurance, wealth management, and retirement planning. She is also authorised to advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Louise is committed to providing tailored advice that aligns with each client's unique circumstances and aspirations. She is an active member of the Financial Advice Association of Australia (FAAA), underscoring her commitment to upholding the highest ethical standards in the industry. Louise offers the following key services: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Louise today to schedule a consultation and discover how she can help you achieve your financial dreams.
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Frequently Asked Questions
What services does Louise Lakomy offer?
Louise Lakomy provides a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. She tailors her advice to meet the unique needs of each client.
What qualifications does Louise Lakomy have?
Louise holds a Bachelor of Nursing, an MBA in Funds Management and Finance, a Graduate Diploma in Personal Financial Planning, and numerous certifications including CFP and Life Risk Specialist (LRS). She also completed the Company Directors Course from AICD.
How does Louise Lakomy develop a financial plan for her clients?
Louise begins by understanding your financial goals, current situation, and risk tolerance. She then develops a personalised financial plan that outlines strategies to achieve your objectives. Regular reviews and adjustments ensure the plan remains aligned with your evolving needs.
What can I expect during my first meeting with Louise Lakomy?
During your initial consultation, Louise will discuss your financial goals, gather information about your current financial situation, and explain her approach to financial planning. This meeting is an opportunity for you to ask questions and determine if her services are a good fit for your needs.
Why should I choose Louise Lakomy as my financial adviser?
Louise offers a combination of extensive qualifications, practical experience, and a commitment to ethical practice. She is dedicated to providing personalised advice and building long-term relationships with her clients. Her goal is to empower you to make informed financial decisions and achieve financial security.
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