Lissy Wood

Vestra Wealth Pty Ltd

Gold
14 Yrs Experience
Clare, SA 5453

Recent reviews

Vestra Wealth Pty Ltd

290 Main N Rd
Clare, SA 5453

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 17
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Advanced Diploma of Financial Services
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679

4.85
17 Reviews
5
4
3
2
1
4.85
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"Lissy provided me with advice on my insurance and superannuation. Lissy was great at explaining things to me in a clear way. Through Lissy's knowledge and experience, I feel very confident that the advice given was right for my needs. Since I actioned Lissy's advice, her and her team have been very attentive and timely with any queries I had."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lissy is confident and calm in her advising. She is available and keen to help and further offer strategies and ideas to suit your needs. I would highly recommend her services to all."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lissy was so patient and caring. She helped so much when I lost my job with banking , Centrelink and just looking forward"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"There are plenty of advisers who are self interested. Lissy Wood is definitely NOT one of them. Her care and empathy and genuine concern to do what is right for her client is second to none. If every adviser had the knowledge, accessibility, integrity and humility that Lissy has the industry would be in a far better place. Thanks Lissy for everything you do."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lissy helped us with insurance, protection and superannuation advice. She explains all aspects to us clearly and used great examples to help us understand. We're confident in her advice and as our situation changes over time we will look forward to Lissy's ongoing help."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lissy has given me advice in Superannuation and retirement planning, she has also assisted me greatly in making a claim on my current Income Protection. I was on leave from my current work place and was not ready to return but had to due to financial reasons, she took the time to research my current level of cover and found that I had cover that I could use until I was ready to return. We then looked at my Super and she has found that she can save me money and structure better to ensure that I have enough to retire on. I am confident that I have received good advice and Lissy’s care and attention has been excellent"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We are very confident that Lissy has our best interests at heart."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lissy was very helpful for my husband & I with not only her knowledge & expertise, but her friendliness. It has made us feel very secure with planning for our retirement. We highly recommend LIssy."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lissy has given me advice for personal insurance. Her knowledge was experience made me feel relaxed and Confident. I felt Lissy went beyond her job and has given me advice and explained her advice in detail which has gained my trust. She was open and teansparent. Lissy gives Her full attention and care."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lissy has helped me navigate a claim for income protection with a great outcome. She has reviewed and recommended various changes to our insurance and superannuation and managed to successfully make the changes discussed and save us money on premiums. Would highly recommend her services."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Lissy's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Lissy able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Lissy's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Lissy to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Lissy?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Lissy provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Lissy may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Lissy Wood
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens