Lisa Holland
About Me
Areas of particular interest to me are superannuation and investment planning, with a strong focus on helping clients to retire comfortably, as well as aged care financial planning.
I hold an Advanced Diploma Financial Planning and am currently working towards my Masters in Financial Planning.
From ensuring you retire well, to deciding on aged care for your parents, my team put your needs first on every decision.
Our personalised approach to financial planning will ensure you get the outcomes YOU want for you and your family.
Areas of Focus
- Aged care
- Government assistance
- Investments
- Retirement
- SME advice
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 19 Years
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Licensed By Insight Investment Services Pty Ltd
Also meet me here:
10 Lawrence St,
GYMPIE, QLD 4570
GYMPIE, QLD 4570