QUALIFICATION & EXPERIENCE
Lisa has worked in the financial services industry since 2003. Her experience includes 12 years as a private adviser and the following 3 years providing advice for an industry fund.
Lisa holds a Bachelor of Business degree, Graduate Diploma in Marketing, Advanced Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner CFP®.
Outside of work Lisa enjoys spending time with family and friends. She also has a keen interest in stand-up paddle boarding and practising yoga.
SERVICES OFFERED
- Personal Insurance
- Investments
- Superannuation
- Retirement planning
- Budget/cashflow management
- Centrelink/DVA
- Debt management
- Estate planning
PRODUCTS OFFERED
- Life insurance products
- Retirement savings accounts
- Superannuation
- Managed investment funds
- Deposit products
- Investment bonds
- Pensions and annuities
