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