Lisette Walsh
Financial Adviser
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About
Lisette Walsh is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a Diploma and Advanced Diploma in Financial Services (Financial Planning) from MLC ThreeSixty, Lisette has built a strong foundation of knowledge and expertise. She further solidified her commitment to excellence by earning the CERTIFIED FINANCIAL PLANNER designation from the FPA in 2011. Lisette is also RG146 Margin Lending qualified and consistently updates her knowledge, including completing Ethics and Professionalism in Advice training with Kaplan Professional in 2021. As a proud member of the Financial Advice Association of Australia (FAAA), Lisette adheres to the highest ethical standards and places her clients' interests first. Lisette is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and investments. She specialises in wealth management and retirement planning, helping clients build and protect their financial future. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Ready to take control of your financial future? Contact Lisette Walsh today for a consultation and discover how she can help you achieve your goals.
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Frequently Asked Questions
What services does Lisette Walsh offer?
Lisette Walsh provides a comprehensive range of financial planning services, including superannuation advice, insurance solutions, wealth management strategies, retirement planning guidance and investment advice. She works with you to create a tailored plan to achieve your financial goals.
What qualifications does Lisette Walsh hold?
Lisette holds a Diploma and Advanced Diploma in Financial Services (Financial Planning) from MLC ThreeSixty, is a CERTIFIED FINANCIAL PLANNER, is RG146 Margin Lending qualified and has completed Ethics and Professionalism in Advice training with Kaplan Professional.
What can I expect during my first meeting with Lisette Walsh?
During your first meeting with Lisette, you can expect a thorough discussion of your current financial situation, your goals, and your risk tolerance. Lisette will explain her process and answer any questions you have. This initial meeting is designed to help both you and Lisette determine if you are a good fit for each other.
How does Lisette Walsh stay up-to-date with the latest financial regulations?
Lisette is committed to ongoing professional development and regularly participates in training and education programs to stay abreast of the latest financial regulations and industry best practices. She completed Ethics and Professionalism in Advice training with Kaplan Professional in 2021.
How can Lisette Walsh help me with my retirement planning?
Lisette can help you develop a comprehensive retirement plan that takes into account your current financial situation, your desired retirement lifestyle, and your risk tolerance. She can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
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