Lara Kable

MFinPlan, SSA®
Senior Private Wealth Adviser

Background

Born and bred in Newcastle, Lara started working in superannuation administration in 1996 in Sydney before moving to an advisory role with Westpac in 2002.

Since 2008, Lara has worked for Ord Minnett and has a passion for guiding clients in reaching their financial goals by applying knowledge and experience gained from more than 20 years of advising.

Lara works in a successful advisory team with fellow Senior Private Wealth Adviser, Nicholas Paunovic. Lara and Nicholas believe working in a team provides clients the best of both worlds - a dedicated investment adviser alongside a strategic specialist.

Many of the strategies Lara works on are based around superannuation, as she is an accredited specialist with the Self-Managed Super Fund Association of Australia. It is rare that she comes across a client that she cannot assist in maximising their superannuation and retirement planning position. Other areas of expertise include bespoke investment solutions, wealth accumulation strategies, retirement planning and transition, and asset protection.

Family is of utmost importance to Lara, who has two sons and close family in Newcastle. When she’s not at work, you will find her hanging out with the kids, walking their two miniature dachshunds, or cooking up a storm in the kitchen

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Master of Financial Planning
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Business (Banking & Finance)

Certifications

  • SMSF Specialist Adviser
  • Justice of the Peace

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Redundancy / early retirement
  • Retirement planning
  • Superannuation & SMSF

Office

Newcastle
426 King St Newcastle West NSW 2302
(02) 4910 2400
newcastle@ords.com.au

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