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Lisa Fitzgerald CFP®

Lisa Fitzgerald CFP®

Tailored Lifetime Solutions Pty Ltd 03 9851... tdls.com.au/ Contact

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Certificate
  • Years of Experience
    Years of Experience 30 Years
  • Licensed By
    Licensed By Count Financial Limited
  • Advice fees
    Advice Fees From $3,700
CERTIFIED FINANCIAL PLANNER®

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  • The Financial Advice Association Australia acknowledges Traditional Owners of Country throughout Australia and recognises the continuing connection to lands, waters, and communities. We pay our respect to Aboriginal and Torres Strait Islander cultures; and to Elders past and present.
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  • © 2024 FINANCIAL ADVICE ASSOCIATION OF AUSTRALIA LIMITED.
  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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