Lisa is a Senior Financial Adviser at Apt Wealth Partners. She has almost twenty years of experience in the financial services industry, practising as a financial planner.
Lisa’s qualifications include a Diploma of Financial Planning, a Bachelor of Applied Science. Lisa is an Accredited Aged Care Professional® and is also a Certified Financial Planner® with the Financial Planning Association of Australia.
Lisa is passionate about coaching her clients to achieve financial freedom. She is known for her attention to detail and in-depth understanding of new and changing legislation. Lisa is also an expert in navigating the complex Australian aged care system to help her clients and their families achieve the best possible outcome.
Outside of the finance industry, Lisa enjoys all things health and fitness, a field she worked in prior to qualifying as a financial planner.