Lucy Boulos Email
Director and Partner @ Accumulus Advisory
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Lucy Boulos Location
- Melbourne, VIC, AU
Lucy Boulos Work
- 2025 -now Director and Partner @
- 2017 -2025 Senior Business Services Manager @
- 2018 -2021 Senior Financial Advisor @ Accumulus Wealth Advice
- 2008 -2017 Business Services Manager and Practice Manager @
- 2005 -2008 Intermediate Accountant @
- 2000 -2005 Graduate and Intermediate Accountant @
Lucy Boulos Education
- Monarch Institute
Diploma of Financial Planning (Financial Planning and Services)
2017-2017 - Tax Practitioners Board
Registered Tax Agent
2016-2016 - CPA Australia
CPA Qualified
2002-2007 - Deakin University
Bachelor of Commerce (BCom) (Accounting & Finance)
1998-2001
Lucy Boulos Skills
- Budgets
- Auditing
- Financial Reporting
- Financial Accounting
- General Ledger
- Microsoft Excel
- Change Management
- Customer Service
- Income Tax
- Financial Analysis
- Leadership
- Management
- Tax Returns
- Tax
- Strategic Planning
- Training
- Financial Planning
- Asset Protection
- Cash Management
- Tax Compliance
- Business Coaching
- Financial Advisory
Lucy Boulos Summary
- Lucy Boulos, based in Melbourne, VIC, AU, is currently a Director and Partner at Accumulus Advisory. Lucy Boulos brings experience from previous roles at Accumulus Advisory, Accumulus Wealth Advice, PJA Accountants and Ascot Partners. Lucy Boulos holds a 2017 - 2017 Diploma of Financial Planning in Financial Planning and Services @ Monarch Institute. With a robust skill set that includes Budgets, Auditing, Financial Reporting, Financial Accounting, General Ledger and more. Lucy Boulos has 1 emails on RocketReach.
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