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.
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.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 1999
- Years of experience 24
- Certified Financial Planner (CFP)
HPH Solutions289 Marine Terrace
Geraldton, WA 6530
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call