With more than 20 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 and business partner Joanna McCreery, established their own business, Majella Wealth Advisers, in 2006.
Prior to financial planning Lisa worked in expatriate tax with Ernst & Young, then moved into the funds management field, working in a variety of 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.
Between 2010 and 2015, Lisa moved to Singapore with her family, where she continued to work with her Majella Wealth clients. She returned to live and work in Sydney in January 2015.