MenuLisa Faddy CFP®
About Me
We manage an independently owned financial planning practice, based in Waverton and Leichhardt. We provide clients with comprehensive financial planning advice covering: pre-retirement and retirement strategies, superannuation, insurance, debt management, investment strategy and estate planning. Our business has 2 principal advisers, Lisa Faddy and Joanna McCreery, both of whom worked extensively in the funds management industry prior to becoming financial planners.
Areas of Focus
- Aged care
- Divorce
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 21 Years -
Licensed By Majella Wealth Advisers Pty Limited
