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Lisa Walters
Managing Director at Lorica Partners
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Work Experience
Managing Director
Jun 2020 - Present · 4 years and 6 months
Nov 2015 - Jun 2020 · 4 years and 7 months
Director, Corporate & Commercial
Mar 2017 - Jun 2020 · 3 years and 3 months
Director, Operations And Governance
Nov 2015 - Mar 2017 · 1 years and 4 months
Company Details
11-50 Employees
Lorica Partners is an independent advice firm seeking to find ever more thoughtful and effective ways to help our clients live their best life possible. Our services fall into three broad categories: • Investing • Wealth Management • Family Office The chances are, our clients will need aspects of each over time and won't fit neatly in any of them - but that doesn't bother us. We're far more interested in how we can help our clients and their families achieve whatever is most important to them.
Year Founded
1998
Social Media
Linkedin
Industry
Financial Services
HQ Location
68 Pitt Street Level 11 Sydney, NSW 2000, AU
Keywords
Strategic PlanningIntergenerational Wealth TransferInvestment ManagementPhilanthropyInvesting SustainablyFamily FoundationsFamily Officeand independence
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