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
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Masters Degree -
Years of Experience 23 Years -
Advice Fees From $500
