Lisa Greeve

Greeve & Associates

I am a Certified Financial Planner and have been in professional practice since 1999.  With a Bachelor of Commerce and a varied career history spanning insurance, retail management, sporting event management and financial planning,  I have enjoyed many life experiences leading me to my personal desire for a more ethical and sustainable way of living and investing. Our small practice provides a full range of financial planning services under a fee for service model. Our aim is to help people achieve their financial and life goals within the ethical and sustainable parameters they set. I look forward to helping provide you with “financial solutions for your future”.

CERTIFICATION DETAILS

Certified by RIAA since: 2007

Dealer Group: Garvan Financial Planning

Fees and charges structure: Fees for service

Qualifications:

  • Bachelor of Commerce
  • Diploma of Financial Planning
  • Certified Financial Planner

Financial Adviser since: 1999

Offering responsible investment advice since: 2006

What responsible investment services do you offer?

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares
  • Insurance

Responsible investment funds available:

CONTACT DETAILS

Lisa Greeve
Greeve & Associates Pty Ltd
PO Box 83, Geraldton WA 6530
Phone: 08 9964 8119
email: l.greeve@greeveandassociates.com.au
website: www.greeveandassociates.com.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by Lisa Greeve. While it is provided to assist you in finding a Financial Adviser, RIAA does not endorse or recommend any particular firm or individual Financial Adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an Adviser.
PAGE LAST UPDATED: May 2011