About
Alisa has been a financial adviser for over 25 years.
Based in Canberra, she joined Fitzpatricks in 2015.
Alisa is passionate about building strong client relationships and being around for the long-term to guide her clients and their families through life’s transitions and, ultimately, see them achieve their financial and lifestyle goals.
Alisa is a Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA). She holds a Bachelor of Commerce and Diploma of Financial Planning.
Alisa is also Trustee and Treasurer at the Inger Rice Foundation, a non-profit organisation that promotes the health, wellbeing and development of young children.
Qualifications & Memberships
- Financial Advice Association Australia (FAAA)
- Degree of Bachelor of Commerce in Management Sciences – University of Canberra
- Diploma of Financial Planning – Deakin University
- Margin Lending and Geared Investments – Kaplan Professional
- Certified Financial Planner – FPA
- Self-Managed Superannuation Funds – Kaplan Professional
- Ethic and Professionalism in Financial Advice – Kaplan