Lisa is the National Operations Manager for Fortnum Private Wealth. Her role incorporates her 12 years of experience in financial services across various areas including brokerage, compliance, complaints, and training and licensee operations.
Lisa’s previous roles include National Operations Manager of FPSA under netwealth, Training Manager at Count Financial and Operations Manager at Financial Services Partners.
Lisa holds a Bachelor of Business in Financial Management and a Diploma of Financial Services (Financial Planning).
Currently, Lisa is training towards getting her black belt in Kung Fu.
Currently, Lisa is away on maternity leave.