Investment & Advice Manager
Lisa has been working in the financial services industry in senior roles for more than 8 years.
As an Investment & Advice Manager, Lisa is able to combine her financial planning expertise with her comprehensive knowledge of investment analysis to deliver the effective advice and investments solutions.
In her role Lisa works closely with our Advisers, Investment Committee, internal researchers and external portfolio managers to deliver optimum strategy and investment results for our clients. Lisa has a strong passion for sustainable development and values based investing.
Lisa holds a Masters of Applied Finance, Bachelor of Commerce and a Graduate Diploma of Financial Planning.
Outside of work, Lisa enjoys travelling, hiking, camping & snowboarding.
Our directors and senior management have over 80 years of collective financial services industry experience.
To book your complimentary initial consultation with a Crystal Wealth professional, contact us today.