I am a Certified Financial Planner with 9 years industry experience. 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: - AMP Capital Sustainable Share Fund - AMP Capital Responsible Investment Leaders Range - Australian Ethical - Hunter Hall Global Ethical Trust - Perpetual Wholesale Ethical SRI Fund
CONTACT DETAILS Lisa Greeve Greeve & Associates Pty Ltd PO Box 83, Geraldton WA 6530 Phone: 08 9964 8119 Email: l.greeve@fpcentre.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.
I am a Certified Financial Planner with 9 years industry experience. 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".
