Head of Advice & Investments
Lisa has over 15 years of experience in the financial services industry and has specialised as a private client adviser for the last 10 years. During this time, she has advised clients and families on a variety of wealth management matters, including structuring, cash flow management, retirement planning and estate planning.
Prior to joining Crystal Wealth in 2012, Lisa was an advisor at two Australian private banks and an independent advisory practice. Her strong technical capability drives specialisation in developing financial strategies for clients.
As Head of Advice & Investments, Lisa is responsible for ensuring that all financial and investment advice provided by Crystal Wealth is of a high standard. Lisa holds a Bachelor of Commerce and Graduate Diploma in Financial Planning and is a SMSF Specialist Advisor designation with the SMSF Association.
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.