Holley Lucey
Principal Adviser
Holley educate’s her clients, providing them with the discipline, structure and focus to ensure they build wealth, protect their wealth and can achieve their goals and live the future they desire. It is important our clients are made to feel comfortable from the moment we meet. We pride ourselves on the client experience, as ultimately, they are the key driving force for ongoing relationships and referrals. It is vital our clients know we are there for them at every step of the process. We strive to maintain long term relationships with our clients and their families.
Qualifications & Memberships
- AFP®
- Advanced Diploma of Financial Planning
- SMSF Accredited Adviser
- Member of the Financial Planning Association
- C.Dec
Areas of Expertise
- Insurance
- Investments
- Superannuation
- Transition to retirement
- SMSF Advice