Lisette Walsh Email
Private Client Specialist @ IMFG
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Lisette Walsh Location
- Sydney, NSW, AU
Lisette Walsh Work
- 2016 -now Private Client Specialist @
- 2012 -2016 Senior Financial Adviser @ Legan Financial Services
- 2009 -2012 Financial Planner @ Legan Financial Services
- 2007 -2008 Financial Planner and Paraplanner @ Legan Financial Services
- 2005 -2007 Member Services Manager @ Legan Financial Services
- 2004 -2005 Client Services Manager @ Legan Financial Services
- 2002 -2004 Client Service Provider @
- 2000 -2002 Accounts Payable @ PA People
Lisette Walsh Education
- British Association of Snowsports Instructors
Level 1 Alpine Ski Instructor (Alpine Ski)
2015-2015 - Financial Planning Association
Certified Financial Planner (Financial Planning and Services)
2008-2010 - MLC Adviser Scholarship Program
(Financial Planning and Services)
2007-2009 - University of Newcastle
Bachelor of Arts (B.A.) (Drama and Dramatics/Theatre Arts, General)
1997-1999
Lisette Walsh Skills
- Estate Planning
- Financial Advisory
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Superannuation
- Investments
- Relationship Management
- Finance
- Investment Advisory
- Income Protection
- Asset Allocation
- Financial Services
- Wealth Management
- Investment Strategies
- Risk Management
- Wealth Accumulation
- Wealth
- Personal Financial Planning
- Management
- Retirement
Lisette Walsh Summary
- Lisette Walsh, based in Sydney, NSW, AU, is currently a Private Client Specialist at IMFG. Lisette Walsh brings experience from previous roles at Legan Financial Services. Lisette Walsh holds a 2015 - 2015 Level 1 Alpine Ski Instructor in Alpine Ski @ British Association of Snowsports Instructors. With a robust skill set that includes Estate Planning, Financial Advisory, Pensions, Insurance, Retirement Planning and more. Lisette Walsh has 1 emails on RocketReach.
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