Lisa Taylor

ADVISER

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