Bridget Lawler
Senior Adviser & Partner
Location
Sydney
Bridget joined Asteri in July 2024 as a a Senior Adviser & Partner.
Bridget brings over 12 years of experience in the finance industry to her role as Adviser and Partner at Asteri. Before her tenure at Asteri, Bridget served as a director at JBWere, where she provided high-net-worth individuals and families with tailored investment advice and strategic financial planning.
Bridget is dedicated to delivering high-quality, customised advice that aligns with each client’s specific objectives, values, and risk tolerance. She has a holistic approach, designing bespoke and tax-efficient financial frameworks that support clients’ investment strategies.
Her professional ethos is centred on transparency, mutual trust, and integrity and her commitment towards fostering long-term, respectful relationships with her clients is driven by a deep sense of loyalty and integrity.
In addition to her work with individual clients, Bridget has significant experience advising for-purpose organisations on investment governance. She ensures that these organisations’ investment portfolios are closely aligned with their mission and purpose. Bridget’s commitment to philanthropic causes is further exemplified by her role on the Board of the Children’s First Foundation, an organisation she is deeply passionate about.
She holds a Bachelor of Commerce, a Graduate Diploma of Financial Planning, and is an Accredited Derivatives Adviser.
Location
Sydney