Lisa Holland
Financial Adviser
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About
Lisa Holland is an ASIC-registered financial adviser based in Maroochydore, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Lisa holds a Diploma of Financial Services (Financial Planning) from Tribeca (2006), an Advanced Diploma of Financial Planning from the International Institute of Technology (2014), completed an Introduction to Self Managed Superannuation Funds with Kaplan (2021), a Graduate Diploma of Financial Planning (2023) and a Master of Financial Planning from Kaplan Professional (2025). As a member of the Financial Advice Association of Australia (FAAA), Lisa adheres to the highest ethical and professional standards. She is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to secure your future, protect your assets, or grow your wealth, Lisa can provide expert guidance. Lisa's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice on Life Insurance, Risk Insurance and 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.
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Licence & Registration Details
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Frequently Asked Questions
What services does Lisa Holland provide?
Lisa Holland specialises in providing comprehensive financial advice, including superannuation, insurance, wealth management and retirement planning. She can help you with investment advice, Life Insurance, Risk Insurance and Securities as well as Retirement Savings Accounts and Government Debt Securities.
What qualifications does Lisa Holland have?
Lisa Holland holds a Diploma of Financial Services (Financial Planning) from Tribeca, an Advanced Diploma of Financial Planning from the International Institute of Technology, completed an Introduction to Self Managed Superannuation Funds with Kaplan, a Graduate Diploma of Financial Planning from Kaplan Professional, and a Master of Financial Planning from Kaplan Professional.
How does Lisa Holland approach financial planning?
Lisa believes in a client-centered approach, focusing on understanding your unique needs and goals to develop a tailored financial plan. She prioritizes clear communication and ongoing support to help you stay on track.
What can I expect during my first meeting with Lisa?
During your initial consultation, Lisa will discuss your current financial situation, future goals, and risk tolerance. This is an opportunity for you to ask questions and for Lisa to understand how she can best assist you in achieving your financial objectives.
Why should I choose Lisa Holland as my financial advisor?
Lisa is an ASIC-registered financial adviser with extensive qualifications and a commitment to ethical practice. As a member of the FAAA, she provides trusted, professional advice to help you navigate the complexities of financial planning and achieve your long-term goals.
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