Lizzy Goldfinch Email & Phone Number
Partner @ Mutual Trust Pty Ltd
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Lizzy Goldfinch Location
- Melbourne, VIC, AU
Lizzy Goldfinch Work
- Partner @ (April 2024 - Present)
- Director @ (October 2018 - May 2024)
- Manager and Senior Manager @ (July 2015 - October 2018)
- Client Manager @ (December 2012 - June 2015)
- Family Advisor @ (July 2007 - December 2012)
- Equities Analyst @ (January 2008 - January 2008)
Lizzy Goldfinch Education
- Australian Institute of Company Directors
Company Director's Course (GAICD)
2020-2021 - Kaplan Professional
Graduate Diploma of Financial Planning (Financial Planning and Services)
2015-2018 - The University of Queensland
Bachelor of Commerce (Finance) and Bachelor of Economics (International Trade)
2005-2009 - St Aidan's Anglican Girls School
Senior Certificate
2000-2004 - Stockbrokers Association of Australia
Professional Diploma of Stockbroking (inc RG146)
Lizzy Goldfinch Skills
- Business Strategy
- Compassion
- Critical Thinking
- Curiosity
- Education
- Empathy
- Estate Planning
- Family Dynamics
- Family Governance
- Family Office
- Financial Analysis
- Financial Services
- Governance
- High Net Worth Individuals
- Intergenerational Wealth Transfer
- Investment Advisory
- Management
- Philanthropy
- Public Speaking
- Relationship Building
- Retreats
- Risk Management
- Stakeholder Engagement
- Strategic Planning Facilitation
- Succession Planning
- Wealth
- Wealth Management
- wealth psychology
Lizzy Goldfinch Summary
- Lizzy Goldfinch, based in Melbourne, VIC, AU, is currently a Partner at Mutual Trust Pty Ltd. Lizzy Goldfinch brings experience from previous roles at Mutual Trust Pty Ltd, The Myer Family Company Ltd and Keystone Private Pty Ltd. Lizzy Goldfinch holds a 2020 - 2021 Company Director's Course (GAICD) @ Australian Institute of Company Directors. With a robust skill set that includes Business Strategy, Compassion, Critical Thinking, Curiosity, Education and more. Lizzy Goldfinch has 2 emails and 1 mobile phone numbers on RocketReach.
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