About Me

Lisa is a Certified Financial Planner® and holds a Diploma of Financial Planning from Deakin University. She has been in the banking and financial services industry for over 30 years and has been providing financial advice to clients since 1996.Lisa worked for Westpac for 17 years in branch management and, later financial planning and advice, prior to starting this business in 2001."We love our client relationships, and enjoy catching up with each and every client and always hope they enjoy our meetings too. We need to like and trust each other as we will be working together for 20+ years!"