Lisa Fitzgerald
Financial Adviser
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About
Lisa Fitzgerald is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With a career spanning over 15 years in the financial services industry, Lisa brings a wealth of knowledge and experience to every client relationship. Lisa holds a Bachelor of Arts from the University of Melbourne, a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Mentor Education, and a Graduate Certificate in Financial Planning from Griffith University. She has also completed specialist courses, including the AMP & ICFS Specialist SMSF Course from the University of Adelaide and is an Accredited Aged Care Professional. Lisa is a proud member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding the highest ethical and professional standards. Lisa is authorised to provide advice on a broad 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. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Aged care financial advice Whether you're planning for retirement, building your wealth, or seeking to protect your family's future, Lisa can provide personalised advice and guidance to help you make informed decisions. Contact Lisa today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Lisa Fitzgerald offer?
Lisa Fitzgerald provides comprehensive financial advice across a range of areas, including superannuation, retirement planning, wealth management, insurance, and aged care financial planning. She can help you with everything from setting financial goals to implementing strategies to achieve them.
What qualifications does Lisa Fitzgerald have?
Lisa Fitzgerald holds a Bachelor of Arts, a Diploma and Advanced Diploma of Financial Services (Financial Planning), a Graduate Certificate in Financial Planning, and has completed specialist courses in SMSF and Aged Care. She is also a member of the Financial Advice Association of Australia (FAAA).
How does Lisa Fitzgerald approach financial planning?
Lisa takes a client-centred approach to financial planning. She begins by understanding your unique circumstances, goals, and values. She then develops a tailored financial plan that addresses your specific needs and helps you achieve your objectives. Regular reviews ensure your plan remains aligned with your evolving life circumstances.
What can I expect during my first meeting with Lisa Fitzgerald?
During your initial consultation, Lisa will take the time to get to know you and understand your financial situation. You can expect to discuss your goals, priorities, and any concerns you may have. This meeting is an opportunity for you to ask questions and determine if Lisa is the right financial adviser for you.
How can Lisa Fitzgerald help with retirement planning?
Lisa can provide expert guidance on all aspects of retirement planning, including superannuation strategies, retirement income projections, and managing your investments to ensure a comfortable retirement. She can also assist with navigating the complexities of Centrelink benefits and aged care options.
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