Lisa is a private wealth manager, with experience spanning financial services and legal, as a corporate lawyer in private practice. With a community focus, Lisa has a particular interest in financial education and awareness. Lisa’s background in compliance, developing internal frameworks and mentoring and developing teams, ensures strong governance and meaningful relationships are built. Lisa joined the CCLS Board in November 2024.
Lisa holds a Bachelor of Commerce, Bachelor of Laws, Master of Laws and Advanced Diploma of Financial Planning.