Alisa Honeyman Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Alisa has established an excellent track record in helping clients achieve their financial goals by offering professional financial planning advice and exceptional ongoing personalised service. She believes in acting in the interest of the clients at all times and in building a strong trust relationship.
Alisa has over 20 years of experience in the financial service industry and over that time has helped hundreds of clients achieve financial peace of mind. With sound expertise in wealth creation, superannuation, tax effective structures and investment strategy, she is able to provide financial planning services tailored to the client’s needs and financial circumstances.
Alisa is also Trustee and Treasurer for the Inger Rice Foundation. The Foundation is a non-profit organisation which provides financial support for training, research and provision of material and equipment to organisations concerned with young children (0-5 years of age).
Away from work Alisa is actively involved in the Canberra business community, is a regular jogger and enjoys travelling with her husband and two children.
- CFP Practitioner Member (FPA)
- Bachelor of Commerce
- Diploma of Financial Planning
- Certified Financial Planner®
- Financial Planning Association of Australia Limited Member
- Self Managed Superannuation Funds (Kaplan Professional)
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Asset Protection and Business Structures
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Strategic Financial Advice
- 24 years experience in financial services industry
- 18 years experience as a financial planner