MenuLisa McPherson CFP®
About Me
Lisa is a highly experienced financial planner with over 30 years in the finance industry. She has worked with major banks, investment firms, and boutique practices, gaining valuable expertise along the way. Lisa’s dedication lies in assisting individuals and businesses in the Goulburn Valley region to navigate the complexities of finance and achieve their goals. Beyond her professional life, Lisa enjoys cooking, gardening, traveling and is an ever hopeful North Melbourne member.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 26 Years -
Licensed By Fortnum Private Wealth Ltd
