Liza co-founded Giles Wade in 2011 after identifying an opportunity to deliver a full in-house service combining financial advisory and asset management. She specialises in tax (both domestic and international), strategy, structuring and intergenerational wealth transfer.
Liza started her career as a tax accountant at Melbourne Water before moving to National Australia Bank in Group Finance. Following this, she worked for a range of boutique advisory firms.
Liza is recognised in both commercial and academic circles for her expertise. She volunteers for the Television Education Network providing technical advice, and from 2016 – 2018, was a member of the Interim Nominations Committee of the South West Aboriginal Land and Sea Council (pro bono).
Liza has a Bachelor of Business in Accounting, Master of Business in Accounting from Victoria University and a Graduate Diploma in Financial Planning with FINSIA. She is a Registered Tax Agent, Chartered Tax Adviser (CTA) with the Taxation Institute, Chartered Accountant (CA) with Chartered Accountants Australia & New Zealand (CAANZ) and Certified Practicing Accountant (CPA) with CPA Australia.
Liza enjoys charitable pursuits and participating in fundraising opportunities such as the Mother’s Day Classic. She has a passion for cooking and especially learning to make traditional homemade food taught to her by her Grandmother Sophie and Nona Rosa. She enjoys spending time with her extended family and friends and has a passion for fast cars.