Lisa Kirk

Financial Adviser / Financial Planner – Head of Wealth

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

She has over 14 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 in the beautiful Northern Rivers region in northern NSW but moved back ‘home‘ with her young family a couple of years ago after spending 11 years in Sydney and loves seeing the familiar faces around the CHG office.

Specialisation

Full scope financial advice from young professionals through to retirees covering all technical specialties below:

Financial Advice/Financial Planning
Cashflow and Debt Management (strategy only)
Life Insurance, Income Protection, and Risk Insurance
Investment Strategies & Advice
Superannuation Advice
Self Managed Super Funds (SMSF)
Retirement Planning Advice
Aged Care Advice
Estate Planning Advice

Qualifications and Awards

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

Quick Questions with Lisa

Are you messy or organized? Physical stuff - messy Electronic - OCD 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