Lisa Kirk

I help my clients find what it means to them to be financially successful - fitting all the parts of their financial puzzle together to ensure they feel in control, empowered and on the path to creating (or to keep living) their ideal life.

I draw on over 20 years’ experience in financial advice & financial services ranging from corporate to boutique practice level with the latter providing the most satisfaction. I hold a Bachelor of Business, Advanced Diploma of Financial Services and is also a CFP (Certified Financial Planner) designation.

I grew up in the Tweed Heads/Kingscliff area but moved back ‘home‘ with my young family in 2018 after spending 11 years in Sydney. You’ll likely see me out and about or cheering (and coaching) my kids, Charlotte & Sebastian, at the beach, netball courts, footy fields, F45 or 6am walks. I love nothing more than seeing a familiar face.