The LBW Principals are delighted to announce the appointment of Cathryn Walley within the SMSF division to Associate Principal, effective 1 January 2020. We are so proud to welcome Cathryn and her diverse background, experience and skills to the leadership team. This appointment is in support of our growth agenda for the wealth management area following our acquisition of the Bendigo Bank’s Geelong West Financial Planning business earlier in the year. Importantly it shows our commitment to developing leaders from within. We continue to focus on partnering with our clients as they develop and grow their businesses and support them to be financially secure in their retirement.
Cathryn has been with LBW for 10 years and brings over 20 years of experience in the accounting, SMSF and financial planning areas. She has a drive for the Geelong region and enjoys helping families achieve their retirement plans and dreams by supporting them with their super and wealth needs. Congratulations Cathryn on this significant achievement.