Diploma of Financial Planning | Paraplanner
Lisa joined the Complete family in early 2019 after returning to work from the birth of her daughter. Lisa joined the Financial Planning industry in 2002 and holds a Financial Planning qualification herself. She has worked on both sides of the fence, so to speak, from a multinational insurance and investment company, to heading up the financial planning division of a local Perth company, bringing a comprehensive understanding of the inner workings of providers and businesses alike. Lisa’s passion in Financial Planning lies with insurance and making sure people are properly protected from the unexpected. She loves helping people and building relationships with clients that mean more than just being another number.
Lisa has three daughters, who keep her and her husband very busy! Together they love 4wding, heading out bush and hiking; when they’re not out in the wilderness, Lisa and Graham are often found restoring old wooden furniture or building quirky art pieces for their home.