TEAM PROFILE
Lucy Summers
Paraplanner
Lucy joined Complete Financial Planning in September 2023 as a paraplanner.
Lucy has worked in Financial Planning since her arrival in Australia from the UK in June 2006. She was an adviser from 2008 through to 2020 when she made the work / life balance decision to step back from advising and move into paraplanning, which she has been doing since July 2020.
Lucy works alongside Emma and Kathy, developing strategies for our clients which help them meet their lifestyle and financial goals.
Outside of work Lucy likes to get out on the water and go fishing with her partner or spend quality time with her 2 children.
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Becoming wealthy is not a matter of how much you earn, who your parents are, or what you do… it is a matter of managing your money properly. We can guide you.