Lisa Steel Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Lisa and her team work with people who are committed and open to work in partnership with them to make changes in their financial life.
Lisa’s clients say that they work with her team because they know they truly care. Sometimes that means having the ‘tough love’ conversations with them. Lisa’s customers appreciate her honesty and sensitivity when delivering these more challenging messages.
When not at work Lisa loves to spend time with her family and friends. She loves to travel, keep fit and is a committed life long learner. She is now a swimming, netball, dancing and drama fan – following her children’s interests and is in training to trek Kokoda next year.
Qualifications/Memberships
- Master of Financial Planning (USC)
- Certified Financial Planner® (FPA)
- Advanced Diploma of Financial Services (Financial Planning)
Areas of expertise
Asset Protection and Business Structures
Business Succession
Estate Planning
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Superannuation
Tax Effective Wealth Strategies
Wealth Creation
Small to Medium Enterprises (SME)
Debt Management
Investment and Portfolio Construction
Divorce and Financial Settlements
Strategic Financial Advice
Key Person Insurance Strategies
Experience
- 20 years’ experience in financial services
- 18 years’ experience as a financial planner
Contact details
Lisa Steel
02 6033 2077
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