Our team

Our team works to provide you with the essential advice, tools and administration to deliver a trusted and reliable financial planning service.

 

 

Lisa  has been providing financial advice to clients since 1987.  She is a Certified Fianancial Planner and a member of the Financial Planning Association of Australia.

Lisa established the practice in Central Victoria in 2001 fulfilling a lifetime ambition to live and work in the country. Working in high profile planning firms in Melbourne has meant that Lisa has been able to bring the skills and qualities of a city financial planner to the country. 

Lisa's Authorised Representative number issued by ASIC is 239713.

Prior to joining Lisdor Pty Ltd Terry was a Financial Information Services officer with Centrelink for 7 years and brings to our practice a depth of experience associated with this position. 

He is a qualified Financial Planner and specialises in assisting clients with retirement planning.

 

Terry's Authorised Representative number issued by ASIC is 314219.

Prior to her role as Practice Manager Sue taught in secondary schools.  She has a wealth of experience in bossing people around!