LISA FARNELL

Lisa Farnell

About

I am a Certified Financial Planner and have been in professional practice since 1999.  With a Bachelor of Commerce and a varied career history spanning insurance, retail management, sporting event management and financial planning,  I have enjoyed many life experiences leading me to my personal desire for a more ethical and sustainable way of living and investing. Our small practice provides a full range of financial planning services under a fee for service model. Our aim is to help people achieve their financial and life goals within the ethical and sustainable parameters they set. I look forward to helping provide you with “financial solutions for your future”.

 

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2007

Qualifications:

  • Certified Financial Planner
  • Bachelor of Commerce
  • Diploma of Financial Planning

Financial Adviser Since:

1999

Providing Responsible Investment Advice Since:

2006

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares
  • Insurance
  • AMP Capital Sustainable Share Fund
  • AMP Responsible Investment Leaders Balanced Fund
  • AMP Responsible Investment Leaders Conservative Fund
  • AMP Responsible Investment Leaders Growth Fund
  • AMP Responsible Investment Leaders Australian Share Fund
  • AMP Responsible Investment Leaders International Share Fund
  • Australian Ethical Balanced Trust
  • Australian Ethical Smaller Companies Trust
  • Australian Ethical Larger Companies Trust
  • Australian Ethical Income Trust
  • Australian Ethical International Equities Trust
  • Australian Ethical Property Trust
  • Hunter Hall Global Ethical Trust
  • Perpetual Wholesale Ethical SRI Fund

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Lisa Farnell

Email: lfarnell@fsgeraldton.com.au

Phone: 08 9964 9000

Website: www.financialsolutionsgeraldton.com.au

Address: 289 Marine Terrace (PO Box 7205) Geraldton WA 6531