Lisa Baumann Email
Independent Financial Adviser @ Lorica Partners
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Lisa Baumann Location
- Sydney, NSW, AU
Lisa Baumann Work
- 2023 -now Independent Financial Adviser @
- 2023 -2023 Provisional Adviser @
- 2022 -2022 Client Services Associate @
- 2021 -2021 Project Consultant @
- 2021 -2021 Work Placement (190 hours) + Paid contract work @
- 2020 -2020 Work Placement (35 hours) @
- 2018 -2019 Customer Care Manager @
- 2015 -2019 Superannuation Specialist @
- 2012 -2015 Customer Care Specialist @
- 2009 -2012 Member Officer @
Lisa Baumann Education
- Charles Sturt University
Bachelor's degree (Business (Finance/Financial Planning))
2018-2021 - St Peter's Catholic College 2003-2008
Lisa Baumann Summary
- Lisa Baumann, based in Sydney, NSW, AU, is currently a Independent Financial Adviser at Lorica Partners. Lisa Baumann brings experience from previous roles at Lorica Partners and Town Close Financial Planning. Lisa Baumann holds a 2018 - 2021 Bachelor's degree in Business (Finance/Financial Planning) @ Charles Sturt University. Lisa Baumann has 1 emails on RocketReach.
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