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Elizabeth Whalley

Elizabeth Whalley

Elizabeth Whalley

Financial Adviser

Liz is a relationship focused adviser who enjoys meeting with clients from all walks of life. With over 7 years’ experience in the financial services industry, Liz understands how holistic strategies and advice can help clients realise and achieve their financial goals. Liz joined The Investment Collective in 2020 and has worked in various roles including client services and paraplanning before becoming a fully qualified financial adviser in 2023. Liz also holds a Graduate Diploma of Financial Planning.

2020