Lisa Farnell

HPH Solutions

Gold

25 Yrs Experience

Geraldton, WA 6530

About Lisa
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

Lisa is a CERTIFIED FINANCIAL PLANNERTM 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.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Redundancy
Cashflow & Income
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 December 2019

Lisa has been a very valuable resource for advice and investigation into the best products tailored to our needs moving forward financially. Lisa is very intuitive in reading our cues and provides questions for us to reflect upon so that we are included in every aspect of decision making. Her service is prompt and comprehensive and she explains everything in a clear and concise manner and we would have no hesitation to recommending her services to anyone needing financial advice.