Introducing Lisa Gavranich

Lisa didn’t choose financial planning it chose her!

Lisa’s path to become a Financial Planner started from an early age.

Lisa parents migrated to Australia and English was their second language. From an early age Lisa was reading their mail for them and assisting with managing investments and rental properties, eventually preparing their tax returns from the age of 12. This gave Lisa a very early start to understanding money.

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 all 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 her clients and to invest the time, energy and care necessary to provide a truly tailored advice service.

Lisa’s commitment to continued education and dedication to personalised, quality advice gives Lisa clients the insightful guidance needed to reach their financial goals. They regularly tell Lisa that they ultimately experience real peace of mind.

Lisa key objective is to ensure that each client’s financial position is maximised with the right strategy, tax and Centrelink advice.

With over 20 years of experience working with amazing clients with similar worries and concerns and guiding them to achieve remarkable success, Lisa’s mission and commitment is to maximise your position - so your funds last as long as you do.