About Me

Lisa is a Senior Financial Adviser and Wealth Coach at Innate Wealth. She has over twenty years of experience in the financial services industry.

Lisa is an Accredited Aged Care Professional® and is also a Certified Financial Planner® with the Financial Planning Association of Australia. Lisa’s qualifications include a Grad Diploma of Financial Planning, Diploma of Financial Planning, Grad Certificate of Accounting, a Bachelor of Applied Science.

Lisa is passionate about coaching her clients to achieve financial freedom. She is known for her attention to detail and in-depth understanding of new and changing legislation. Lisa is also an expert in navigating the complex Australian aged care system to help her clients and their families achieve the best possible outcome.