Financial Adviser · SYDNEY, NSW

Louise Maree Lakomy

SYDNEY, NSW

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000224391

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

About Louise Maree Lakomy

Louise Maree Lakomy is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry since 2000. Louise is currently authorised under Count Financial Limited, operating through Count Financial. Louise holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Louise's qualifications include a CFP Certification 1-4 Program from Financial Planning Association of Australia (FPA). Louise is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of Nursing

University of Sydney

2001

Master of Business Administration (Funds Management and Fiannce)

University of Technology Sydney

2002

Graduate Diploma in Personal Financial Planning

University of Southern Queensland

2003

CFP Certification 1-4 Program

Financial Planning Association of Australia (FPA)

2009

Life Risk Specialist (LRS)

Financial Planning Association of Australia (FPA)

2011

Margin Lending Accreditation Program

eFinancial Essentials

2017

Company Directors Course

Australian Institute of Company Directors

2019

7269AFE Ethics and Professionalism

Ethics - Griffith University

2024

Commercial Law

Kaplan Professional

2024

Tax for Financial Advising

Kaplan Professional

Registration History

Count Financial Limited

Aug 2024 - Present Current

Crystal Wealth Partners Ltd

Aug 2014 - Aug 2024 Ceased

WESTPAC PRIVATE EQUITY PTY LIMITED

Nov 2012 - Aug 2014 Ceased

EXCHANGEIQ ADVISORY GROUP PTY LIMITED

Aug 2006 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register