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Lisa Faddy

Majella Wealth Advisers Pty Ltd

Gold
21 Yrs Experience
Waverton, NSW 2060

Majella Wealth Advisers is a privately owned, financial planning firm based in Leichhardt and Waverton, Sydney. We are committed to offering the highest quality wealth management, wealth protection and retirement planning services. As each client has individual needs, we offer a tailored and pro-active service to a select group of clients.

Founders, Joanna McCreery and Lisa Faddy, offer clients a vast pool of investment and financial market experience together with expert strategic advice. Each have over 25 years’ experience in the finance industry with careers spanning tax accounting, funds management and financial planning. In addition, both are Certified Financial Planners and members of the Financial Advisers Association of Australia (FAAA) and Boutique Financial Planners Association (BFP).

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualification
    • Master of Business Administration (Executive)
  • Language spoken
    • English

Majella Wealth Advisers Pty Ltd

52 Euroka St
Waverton, NSW 2060

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Majella Wealth Advisers Pty Ltd

AFSL 303260