Lisa Farnell

Financial Solutions Geraldton

Gold
23 Yrs Experience
Geraldton, WA 6530
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.

Expertise

  • 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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Financial Solutions Geraldton

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

FYG Planners Pty Ltd

AFSL 224543

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
1991

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2002

Margin Lending Gap Assessment

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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