Our wealth adviser, Lisa O'Sullivan has over 25 years' expertise in the industry. Lisa has been in private practice since July 2001. Lisa’s business has been built via word of mouth, and continues to grow via client referrals.
Lisa is supported by Haley Dore, who is responsible for all facets of client service.
DFP, Certifield Financial Planner™
Member Firm Principal
Lisa is a Certified Financial Planner™ and holds a Diploma of Financial Planning from Deakin University. She has been in the banking and financial services industry for over 25 years and has been providing financial advice to clients since 1996.
Lisa worked for Westpac Banking Corporation for 17 years in branch management and, later financial planning and advice, prior to starting this business in 2001.
Lisa specialises in giving advice in the following areas:
- wealth creation
- retirement planning
- self-managed super funds
- personal insurances
- business insurances
- estate planning
- tax-effective investments
- Centrelink maximisation strategies
Lisa is an authorised representative of Genesys Wealth Advisers, number 239815.
Haley Dore joined the member firm in August 2009. Haley holds a Diploma of Financial Services (Financial Planning), and a Certificate IV in Business Administration.
Haley is responsible for all client service functions, including, but not limited to, client communications and portfolio reporting, and assists Lisa with client reviews and portfolio updates. Haley is Casey Financial Planning’s first point of call for all client queries.