Lisa Mcpherson
Financial Adviser
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About
Lisa Mcpherson is an ASIC-registered financial adviser based in Shepparton, VIC, dedicated to helping clients achieve their financial goals through personalized advice and comprehensive planning. With over two decades of experience in the financial services industry, Lisa holds a Diploma of Financial Planning, a Master of Financial Planning from the University of Sunshine Coast, and specialist qualifications in Self Managed Super Funds and Margin Lending & Geared Investments. She is also FPC002B certified by Kaplan Higher Education. Lisa is a member of both the Financial Advice Association of Australia (FAAA) and the Financial Planning Association (FPA), where she holds the designation of Certified Financial Planner, demonstrating her commitment to upholding the highest ethical and professional standards. Authorised to provide advice on a wide range of financial products, Lisa specialises in superannuation, insurance, wealth management, and retirement planning. She provides tailored solutions to help you build and protect your wealth, ensuring financial security for you and your family. Her authorisations extend to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance Ready to take control of your financial future? Contact Lisa Mcpherson today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Lisa Mcpherson offer?
Lisa Mcpherson provides advice on a range of financial products, including superannuation, insurance, wealth management and retirement planning. She can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Lisa Mcpherson's qualifications?
Lisa holds a Diploma of Financial Planning, a Master of Financial Planning from the University of Sunshine Coast, and specialist qualifications in Self Managed Super Funds and Margin Lending & Geared Investments. She is also FPC002B certified by Kaplan Higher Education.
What professional associations does Lisa belong to?
Lisa is a member of the Financial Advice Association of Australia (FAAA) and the Financial Planning Association (FPA), where she holds the designation of Certified Financial Planner.
What can I expect during my first meeting with Lisa Mcpherson?
During your initial consultation, Lisa will take the time to understand your current financial situation, goals, and risk tolerance. She will then work with you to develop a personalized financial plan tailored to your specific needs.
How does Lisa Mcpherson stay up-to-date with changes in the financial industry?
Lisa is committed to ongoing professional development and regularly attends industry conferences and training sessions to stay informed about the latest changes in legislation, investment strategies, and financial products.
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