Lisa Faddy
Financial Adviser
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About
Lisa Faddy is an ASIC-registered financial adviser dedicated to helping individuals and families in Waverton, NSW, and across Australia achieve their financial goals. With a strong academic foundation including a BComm/LLB from UNSW (1993), a Graduate Diploma of Applied Finance from the Securities Institute of Australia (1996), and an MBA Executive from AGSM (2001), Lisa combines her extensive knowledge with practical experience to provide tailored financial solutions. Lisa is a Certified Financial Planner (Financial Planning Association, 2002) and a member of both the Boutique Financial Planning Principals Association Inc. and the Financial Advice Association of Australia (FAAA), demonstrating her commitment to the highest standards of professionalism and ethical conduct. Lisa is authorised to provide advice on a comprehensive range of financial products, ensuring her clients receive well-rounded and suitable recommendations. Her expertise covers superannuation, insurance, wealth management, and retirement planning, allowing her to address diverse financial needs and objectives. Lisa provides advice in the following key service areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Lisa today for a consultation and discover how she can help you achieve your financial aspirations.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Lisa Faddy offer?
Lisa Faddy specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. She is authorised to advise on a range of financial products including securities and government debt securities.
What qualifications and experience does Lisa Faddy have?
Lisa holds a BComm/LLB from UNSW, a Graduate Diploma of Applied Finance, and an MBA Executive from AGSM. She is also a Certified Financial Planner with extensive experience in the financial services industry.
What can I expect during my first consultation with Lisa?
During your initial consultation, Lisa will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then provide you with a clear overview of how she can help you achieve your financial objectives.
How does Lisa Faddy stay up-to-date with the latest financial regulations and market trends?
Lisa is a member of the Boutique Financial Planning Principals Association Inc. and the Financial Advice Association of Australia (FAAA). She also completes ongoing professional development to stay at the forefront of the industry and ensure she provides the most relevant and effective advice.
Does Lisa Faddy work with self-managed super funds (SMSFs)?
Yes, Lisa provides advice to individuals and families with self-managed super funds, helping them to make informed decisions about their retirement savings.
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