Liz Abbott
Client Services Officer at Insight Wealth Planning
Liz began her financial services career in 2014 with Commonwealth Bank and has since worked with ING and Newcastle Permanent. Her diverse experience across major institutions has equipped her with valuable skills and critical thinking abilities that enhance her work at Insight since 2022.
Joining Insight Wealth Planning as part of the Client Administration Office – Service team, Liz plays a crucial role in facilitating client requests and coordinating review documentation. Her dedication ensures that every detail is addressed and that clients receive personalised advice to improve their financial freedom.
Liz’s extensive background in large financial institutions allows her to apply a high level of expertise and critical thinking to deliver quality outcomes for clients. Her deep knowledge of financial planning strategies and commitment to exceptional service significantly enhance the client experience at Insight Wealth.
Outside of work, Liz enjoys spending time with her family and pursuing activities that enrich her personal life.
