Lisa Farnell

HPH Solutions

Gold
25 Yrs Experience
Geraldton, WA 6530

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

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • 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 Terrace
Geraldton, WA 6530

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

HPH Solutions

AFSL 337755