Lisa is a CERTIFIED FINANCIAL PLANNER TM who has been working in the Financial Planning industry since 1999. Her educational qualifications include a Bachelor of Commerce degree and a Diploma of Financial Planning.
Prior to becoming a financial adviser, Lisa has worked in a number of business disciplines, including insurance, retail management and event management, and has enjoyed many life experiences which have lead her to a personal desire for a more ethical and sustainable way of living and investing.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 1999
- Years of experience 25
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
HPH Solutions
289 Marine TerraceGeraldton, WA 6530
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
HPH Solutions
AFSL 337755