The Financial Planning Association of Australia The Financial Planning Association of Australia

Alisa Honeyman, CFP®


Name Alisa Honeyman, CFP®
Company Fitzpatricks Private Wealth
Address Level 1, The Realm
18 National Circuit
Canberra, ACT 2600
Phone 02 6140 3202
Mobile 0429811476
Website http://www.fitz.com.au/

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 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 race secretary for the Burley Griffin swim club, is a regular jogger and enjoys travelling with her husband and two children.

Qualifications/Memberships
• CFP Practitioner Member (FPA)
• Bachelor of Commerce
• Diploma of Financial Planning
• Certified Financial Planner
• Financial Planning Association of Australia Limited Member

Experience
• 21 years experience in financial services industry
• 15 years experience as a financial planner

< Prev Page