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Senior Financial Adviser
Melbourne
lisa-anne@aptwealth.com.auLisa-Anne is a caring, dedicated and well-practiced financial planning professional, with over 20 years’ experience in the financial services industry, 13 of which she has specialised in financial planning.
In addition to her wealth of experience, Lisa-Anne is a CERTIFIED FINANCIAL PLANNER® with the Financial Planning Association of Australia. Lisa-Anne has attained a Bachelor of Business, majoring in Banking & Finance, and a Master’s in Financial Planning.
Lisa-Anne is committed to her clients and maintains a high level of professionalism in her working life. In her spare time, Lisa-Anne loves finding new and exciting culinary delights, and keeps busy looking for her next adventure around the country and abroad.