With 18 years of experience in the finance industry and the Certified Financial Planner (CFP) qualification, Lisa offers her clients advice grounded in knowledge and experience.
Lisa has been in the finance industry since 1988 and a financial adviser since early 2002. Her financial planning career began at Godfrey Pembroke just prior to the birth of her first child. Desiring to advise clients with the freedom that goes with an independently owned license, Lisa became an Authorised Representative of Strategic Wealth Solutions in early 2005. In 2006, Lisa and business partner Joanna McCreery established their own business, Majella Wealth Advisers.
Her career began as an undergraduate with Ernst & Young working in the area of expatriate tax while studying at university. She soon realised her interest lay in investments, and she began her 12-year career in the wholesale funds management industry. Lisa has worked in business development and client advisory roles at BT Funds Management, Macquarie Bank and NSW Treasury Corporation. Advising institutional clients on investment matters gave Lisa invaluable knowledge to take into her role advising individual clients.
Lisa's pursuit of knowledge has been relentless. She completed a Bachelor of Commerce and Law from the University of NSW in 1993, a Graduate Diploma of Applied Finance from the Securities Institute of Australia in 1995 and an MBA (Executive) at the Australian Graduate School of Management (AGSM) in 2001. In 2004, she completed the study requirements to attain Certified Financial Planner status.