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Louise Lakomy CFP®

Director

Crystal Wealth Partners

Louise Lakomy is a Director and financial planner with Crystal Wealth Partners Ltd ABN 78 151 929 823, AFSL 412226.

Louise has a wide range of experience and depth of knowledge in all facets of financial planning providing advice over 15 years specialising in retirement strategies. Louise has also worked in private banks where she managed large portfolios of high net worth clients across both the retiree and wealth accumulation markets.

Louise joined Crystal Wealth in 2014 and became a Director in 2015. She takes a holistic approach to planning which ensures client objectives are consistently met. She works one-on-one with her clients to bring clarity, direction and organisation to their financial affairs.

Louise is a Certified Financial Planner® who also holds a Masters of Business Administration majoring in finance and funds management, a Graduate Diploma in Financial Planning and a Life Risk Specialist designation. She was also actively involved as a Board member of the Financial Planning Association of Australia for 6 years for which she received FPA Distinguished Service Award and Fellow Award. Louise currently holds a role of a Director of the Financial Ombudsman Service Board and was a finalist for Financial Planner of the Year for 2015 Women in Financial Services Awards. She is also a Justice of Peace.