Lisa started her professional career at a Big 4 accounting firm 16 years ago, then moved on to be admitted as a lawyer in NSW and WA, working as a corporate lawyer with a top tier law firm. After completing her Masters of Laws she was given the opportunity to assist lawyers find their ‘forever roles’ and play a pivotal position in their lives, through assisting them as specialist legal recruiter, based in West Perth. Lisa then established her career in financial services for the past 10 years.
Lisa works with her clients to build and develop their wealth, give them comfort in retirement and confidence in their financial future. Lisa prides herself in keeping her clients in their seats during times of financial volatility and educates her clients so they can ‘tune out the noise’.
Lisa’s strengths include her ability to make complex concepts clear so her clients walk away with comfort and her empathy to sit with her clients through the highs and the lows of life.
Lisa loves listening to music, yoga, walking at the beach, baking and embraces personal and mental wellness on a daily basis.
Lisa has a widespread knowledge of her profession. She is friendly capable and readily available if needed. Her advice is always reliable, well researched and easy to understand. Lisa will be sadly missed as our financial adviser, and we wish her well in her new position wherever that may be. She would be an asset on any staff. As a friend and adviser Lisa is up there with the best. Thank you, Lisa, for all the advice you have given us in the past. Best wishes Gay and Bill Growden.
Lisa listens to me and then gives me honest accurate advice suited to me I highly recommend Lisa Thank you Lisa.
We wanted to say a huge thankyou for your wonderful professional service, dedicated approach and friendship over the years.
Our minds have always been at ease that you had our best interests at heart and that our life savings couldn’t have been in more capable hands.
Lisa has been my guide this past year after my husband passed away, professionally and personally. Her support has meant so much to me - I can't thank Lisa enough...
Lisa always acted in a professional and courteous manner with regular conversations as we transitioned to retirement. We have used our experience to recommend Lisa to some of our friends over the past years.
- Adviser status Gold
- Number of reviews 33
- First year providing advice 2017
- Years of experience 6
- Master of Laws
Premia Private Wealth Pty LtdLevel 9, 1 William St
Perth, WA 6000
Private Wealth Advisory Pty Ltd