Lisa joined FIRSTUNITY in 2009. Lisa works with the Advisory team, providing service and support at a technical, administration and compliance level. As an Investment Associate her main responsibilities include looking after client daily financial affairs, assisting in preparation of quarterly and annual reports, conducting fee calculations, product research, organizing Investment Committee meeting and system development. 

Lisa holds a Master of Commerce majoring in Accounting and Finance and also completed requirements for RG146 compliance in 2010 to allow her to pursue her long term career in the wealth management industry.

Prior to joining FIRSTUNITY Lisa worked at HSBC Bank in the global custodian team. Lisa’s background has provided her with a sound understanding of business operations and customer service at all levels.

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