Lily W.

Senior Manager - Financial Advice Team leader for NSW, QLD & SA

Lily W. is a Senior Manager and Financial Advice Team leader for NSW, QLD, and SA at Mercer, where they continue to leverage their extensive experience in wealth advising and team leadership. Previously, Lily held various roles, including Private Wealth Adviser at Macquarie Group and Senior Financial Adviser at an industry fund. Their strong background includes a Master of Financial Planning from UNSW and multiple financial planning diplomas from TAFE NSW and Kaplan Professional. Passionate about coaching clients and colleagues alike, Lily excels at constructing tailored investment portfolios that align with individual goals.

Location

Sydney, Australia

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