financial adviser, financial planner fremantle

Our specialities include -

  • Retirement Planning and Superannuation Advice

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100% Satisfaction Cherry Tree Financial Planning Retirement Planning Perth

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financial planning financial advise

About Cherry Tree Financial Planning & Lisa Gavranich

financial advice financial planner fremantleLisa Gavranich is a Certified Financial Planner with more than 19 years experience.

After graduating from university with a Bachelor of Business Degree, majoring in Economics. Lisa worked in property management and banking prior to commencing her financial planning career.

Working in the financial planning industry since 1997, has given Lisa exposure to a wide range of areas including finance, accounting and corporate superannuation.  This translates into a wealth of experience in dealing with a range of financial planning issues.

Being a sole practitioner allows Lisa the ability to focus on what is important to the client and tailoring a personalised service to each client.

Lisa’s commitment to continued education and dedication to personalized, quality advice gives her clients the insightful guidance to reach their financial goals.  Lisa’s key objective is to ensure that each client’s financial position is maximised with the right strategy, tax and Centrelink advice.

In the past, Lisa has worked as a part-time Financial Planning Lecturer at Curtin University, has been a regular speaker at Centrelink Seminars and on ABC Radio.

For more information about Lisa, view her adviser profile.

Memberships
Certified Financial Planner, Financial Planning Association (FPA)
Authorised Representative (No. 231722)


Our clients are typically close to retirement and require specialised advice to structure their affairs effectively. Enjoy the fruits of your labor… maximise income including government benefits and minimizing tax to ensure your savings last the distance.