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Senior Financial Adviser

Lisa-Anne Han
CFP®, BBus (Bkg&Fin), MFinPlan

Melbourne

Lisa-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.

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General Advice Warning

The information provided on this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. Apt Private Capital is a business name of Apt Wealth Partners. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.

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