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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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5B Bow St, Corowa, NSW, 2646
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Contact Lisa Steel

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