Lisa Osullivan
Financial Adviser
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About
Lisa Osullivan is an ASIC-registered financial adviser based in Berwick, VIC, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive financial planning strategies. Lisa holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA), earned in 2003. This foundational education, combined with ongoing professional development, ensures she provides clients with the most up-to-date and effective advice. She is authorized to provide advice on a wide range of financial products, allowing her to create holistic financial plans to suit individual needs. Lisa can provide expert guidance on: • Superannuation advice • Insurance solutions, including Investment Life Insurance and Life Risk Insurance • Wealth management strategies • Retirement planning • Securities and Derivatives • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need to protect your assets with insurance, Lisa Osullivan can help. Contact Lisa today to schedule a consultation and take the first step towards securing your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Lisa Osullivan offer?
Lisa Osullivan provides advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), wealth management, retirement planning, securities, derivatives, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Lisa Osullivan have?
Lisa Osullivan holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA), earned in 2003.
What is the first step in working with Lisa Osullivan?
The first step is to schedule a consultation. This allows Lisa to understand your financial situation, goals, and risk tolerance, and to discuss how she can help you achieve your objectives.
What can I expect from the financial planning process with Lisa?
You can expect a personalized approach tailored to your specific needs. Lisa will work with you to develop a comprehensive financial plan that addresses your short-term and long-term goals, with regular reviews to ensure it remains aligned with your changing circumstances.
How can Lisa Osullivan help me with my retirement planning?
Lisa can help you develop a 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 and secure retirement.
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