About Me

Alisa has established an excellent track record in helping clients achieve their financial goals by offering professional financial planning advice and exceptional ongoing personalised service. She believes in building a strong trust relationship. Alisa has over 30 years of experience in the financial service industry and over that time has helped hundreds of clients achieve financial peace of mind. With sound expertise in wealth creation, superannuation, tax effective structures and investment strategy, she is able to able to provide financial planning services tailored to the client’s needs and financial circumstances. Alisa is also the Treasurer for the Inger Rice Foundation. The Foundation is a non-profit organisation which provides financial support for training, research and provision of material and equipment to organisations concerned with young children (0-5 years of age). Away from work Alisa is actively involved in the Canberra business community, is a regular jogger and enjoys travelling with her husband and two children.