Lisa Watzek, CFP®

I have spent over 22 years in the financial planning industry. I commenced my career as a client services officer in 1998. Over this time I worked my way through the industry from paraplanning to Financial Planner. Eventually opening my own practice in 2007. I believe that financial planning is like a diamond. Where a diamond has many different facets which determine its brilliance, financial planning has different dimensions for which various financial planning strategies can be applied to assist clients in clearly defining their financial and personal objectives they wish to achieve over their lifetime.The following is an outline of the types of strategy advice I can provide:•

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