SPECIALISATION
Lisa
Taylor
Senior Financial Advisor
Melbourne
Victoria
IN THEIR OWN WORDS
I’m an experienced advisor with a genuine passion for helping people make sense of their financial world. With an extensive background in the financial services industry, I enjoy working closely with clients to develop strategies that are not only well thought-out but also practical and achievable in everyday life.
I take a big-picture approach to financial planning, supporting clients across a wide range of needs and helping them feel confident about the decisions they’re making. It’s about keeping things clear, relatable, and tailored to what matters most to each individual.
I’m also committed to continually learning and growing, so I can provide advice that stays current and relevant as the industry evolves.
Qualifications and Memberships
- Certified Financial Planner CFP®
- Bachelor of Business (Finance)
- Advanced Diploma in Financial Services
- Member of the Financial Advice Association Australia
SPECIALISATION
Cash
Flow
Management
Flow
Management
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Super
Tax
Planning
Planning
Melbourne
TEAM
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