Financial Planner of the Year: Lisa Barber, Hillross-Aspire Wealth
Lisa Barber has been named Money Management and Super Review’s financial planner of the year.
The Hillross-Aspire Wealth principal and director has made a name for herself as an expert in helping women achieve their financial goals in the Sydney area.
With more than twenty years under her belt in the financial services industry, she has traversed the wealth management spectrum to specialise in cash flow, debt management, direct shares, investment property and self-managed super fund (SMSF) advice.
On a personal level, she is driven by the desire to provide better education options for her children.
Last year, Barber contributed to the “Healthy, Wealthy and Wine” program, which comprised of series of panel sessions to help women get their finances in order over a glass of vino.
The Women in Financial Services judges were particularly impressed by her role in the program and commended it as an innovative tool to start a dialogue about an often-overlooked issue.
“It’s very challenging to make a grass roots programme as impactful as this was,” one of the judges said.
Indeed, it was her passion for helping women succeed in the financial planning arena that earned her the winning score.
As another of the judges said: “Lisa has built a great career as a financial planner, but also as a mentor and business builder with a laser-focus on empowering and inspiring women in the industry and the broader community”.
Barber’s educational qualifications include an Advanced Diploma Financial Services and a Cert IV in Finance Mortgage Broking.
Finalists in the category were Leapfrog Financial director Dominique Bergel-Grant, Kimmorley Financial Management principal Kate Kimmorley, Quantum Financial principal and head of advice Claire Mackay and Affinity Private CEO and principal adviser Catherine Robson.
FINALISTS
Dominique Bergel-Grant
Leapfrog Financial
Catherine Robson
Affinity Private
Kate Kimmorley
Kimmorley Financial Management
