Consultant, TD Ameritrade Institutional
A laser? A sharpshooter? Perhaps one word can’t describe Eliza. But her amazing focus and ability to pinpoint a client’s strengths, weaknesses, and opportunities is what makes her so respected. In 2008 Eliza Co-Founded FA Insight and as a Principal and the Director of Consulting, she led the firms strategic planning and human capital offerings, including the development of strategic growth strategies. With a focus on supporting firms in achieving superior performance Eliza consulted in a range of areas including mergers and acquisitions, organizational design, compensation planning and performance management. In 2016, FA Insight was acquired by TD Ameritrade. Eliza now serves the TD Ameritrade adviser community developing data driven whitepapers, guidebooks and adviser workshops. She is frequently invited to present at industry conferences on a range of business management topics. Eliza continues to consult directly with large advisory firms to address their most critical business needs. Prior to co-founding FA Insight, Eliza served as a Senior Consultant with the Moss Adams Business Consulting Group in Seattle Washington. Previously, Eliza worked in Western Australia as a Business Consultant for the wealth management division of the National Australia Bank. Her prior experience also includes service as a lecturer at the Securities Institute of Australia and as a planner for AXA. She holds a diploma of financial planning from Deakin University in Melbourne, Australia, and a bachelor’s degree in commerce from Curtin University of Technology in Perth.