Lisa Smith

Lisa embarked on her professional journey 17 years ago at a prestigious Big 4 accounting firm. From there, she transitioned into the legal realm, gaining admission as a lawyer in both NSW and WA, where she thrived as a corporate lawyer at a top-tier law firm. Following the completion of her Master of Laws, Lisa seized the opportunity to guide legal professionals in finding their ideal career paths, serving as a specialised legal recruiter based in West Perth. For the past decade, Lisa has forged her path in financial services.

In her role, Lisa collaborates closely with clients to cultivate and fortify their wealth, providing assurance for retirement and instilling confidence in their financial destinies. She takes pride in her ability to anchor clients during periods of market volatility and diligently educates them to filter out the financial noise.

Lisa’s strengths include her ability to make complex concepts clear so her clients walk away with comfort and her empathy to sit with her clients through the highs and the lows of life. Lisa loves listening to music, yoga, walking at the beach, baking and embraces personal and mental wellness on a daily basis.