lisakirk

Lisa Kirk

Financial Adviser – Head of Wealth

Lisa joined CHG in 2020 as the Head of Wealth.

She has over 14 years’ experience in 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 Certified Financial Planner.

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 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 wealth accumulators through to retirees covering all technical specialties below:

  • Financial Advisory/Planning
  • Cashflow and Debt Management (strategy only)
  • Insurance & Estate Planning Advice
  • Investment Advice
  • Superannuation Advice
  • Retirement Planning Advice
  • Aged Care Advice

Qualifications and Awards

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