Lisa Kirk

Financial Adviser

CFP®, Bbus, AdvDipFP

Lisa Kirk is a Certified Financial Planner in Tweed Heads / Coolangatta.

She has over 17 years’ experience in financial advice & financial services ranging from corporate to boutique practice level with the latter providing the most satisfaction. Lisa has a Bachelor of Business, Advanced Diploma of Financial Services and is also a CFP (Certified Financial Planner) designation.

Lisa is passionate about empowering clients to define their own path to financial success by providing the right framework, simplifying the complex, and providing the right support and guidance to help her clients live their best life.

Lisa grew up in Tweed Heads/Kingscliff area but moved back ‘home‘ with her young family in 2018 after spending 11 years in Sydney.

You’ll likely see Lisa out and about or cheering (and coaching) her kids, Charlotte & Sebastian, at the beach, netball courts, footy fields, F45, 6am walks. She loves nothing more than seeing a familiar face.

cfp accountant tweed heads
Lisa Kirk financial advisor

Qualifications

  • Certified Financial Planner®
  • Bachelor of Business
  • Advanced Diploma of Financial Services (Financial Planning)
  • Statement of Attainment – Self-Managed Superannuation Funds (SMSF)
  • Accredited Listed Products Adviser Program

Specialisations

Lisa Kirk with family
Lisa Kirk family photo

Quick Questions with Lisa Kirk

Are you messy or organised?
Organised Chaos

Choose your Mr. Men/Little Miss, to describe your work personality?
Little Miss Busy. I always have a thousand things on the go.

Motto or personal mantra?
If you’re not moving forward, you’re going backwards.

What are your hopes for your career?
This job is my end goal so I would hope to continuously evolve myself and my team to be the best it can be.

What do you like to do on your days off?
Ride bikes with my family and tend to my vegetable garden.

What do you like most about your job?
When clients make a point of thanking us for making a meaningful difference to their lives. Because we do what we do day in, day out, you often lose perspective of the impact we can make.

If you were stuck on an island, what 3 things would you bring?
Swimmers, bottomless margaritas and a good book.

What is your greatest fear?
What my kids are up to if they’ve been quiet for more than 10 minutes.

What is your favourite movie?
Bohemian Rapsody or Love Actually or The Notebook – who only has one.

What books are at your bedside?
Heads you Win by Geoffrey Archer and Awaken the Giant Within by Anthony Robbins.