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Scott Edwards

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Lovely Placido

Lovely Placido - Paraplanner

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Lovely is a paraplanner in our financial planning division. Prior to joining Y Partners, Lovely worked with Accenture. As a paraplanner, Lovely is responsible for reviewing documentation, confirming strategies, completing financial modelling and providing compliance recommendations. Lovely has experience with risk and retirement strategies, as well as super and investments outside of super.

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One of Lovely's favourite books is 'Rich Dad Poor Dad' by Robert Kiyosaki. In her spare time, she has started an online store as she loves the idea of having her own business.

 

Qualifications

Bachelor of Science in Industrial Engineering

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Disclosure Documents/FSCG's | Acknowledgement of Country

Y Partners Wealth & Advisory Pty Ltd (ABN 89 097 681 322) trading as Y Partners Wealth & Advisory is an authorised representative and credit representative of Hillross Financial Services Limited ABN 77 003 323 055, Australian Financial Services Licence No. 232 705, Level 24, 33 Alfred Street SYDNEY NSW 2000. 

 

Any advice provided by the Accounting Team is provided independently of Y Partners Wealth & Advisory and our Licensee, Hillross Financial Services Limited. Neither Y Partners Wealth & Advisory nor Hillross Financial Services Limited.take any responsibility for any actions or service they provide.

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