Lisa Parata

Lisa Parata Email and Phone Number

Financial Adviser and Certified Financial Planner (CFP) @ phwealth
dunedin, otago, new zealand
Lisa Parata's Location
Dunedin, Otago, New Zealand, New Zealand
About Lisa Parata

I have been working in my dream job as a Financial Adviser at phwealth in Dunedin since 2018 surrounded by an amazing team. I have recently been awarded the Certified Financial Planner (CFP) designation which further enhances my expertise in the area of financial planning and advice. When not at work you’ll find me biking around the Taieri with Tom and our son Theo, attempting a workout at Crossfit Mosgiel or sitting in a quiet cafe having a scone and coffee. Please get in touch if you think I can help.Website: https://www.phwealth.co.nz/about/lisa-parataEmail: Lisa.Parata@phwealth.co.nz

Lisa Parata's Current Company Details
phwealth

Phwealth

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Financial Adviser and Certified Financial Planner (CFP)
dunedin, otago, new zealand
Website:
phwealth.co.nz
Employees:
6
Lisa Parata Work Experience Details
  • Phwealth
    Financial Adviser
    Phwealth Aug 2019 - Present
    Dunedin
    -Provide comprehensive financial planning and investment advice to clients, tailored to their unique goals and objectives.-Cultivate and maintain strong client relationships through regular communication and proactive guidance.-Collaborate with a team of professional's to deliver holistic wealth management services, including retirement planning, tax strategies, and estate planning.
    View
  • Polson Higgs Wealth Management
    Associate Financial Adviser
    Polson Higgs Wealth Management Apr 2018 - Aug 2019
    Dunedin, New Zealand
    View
  • Anz
    Assistant Business Banking Manager
    Anz Mar 2014 - Apr 2018
    Dunedin
    View
  • Anz
    Personal Banker
    Anz Dec 2012 - Feb 2014
    View
  • Anz
    Customer Service Consultant
    Anz Dec 2010 - Dec 2012
    View

Lisa Parata Education Details

Frequently Asked Questions about Lisa Parata

What company does Lisa Parata work for?

Lisa Parata works for Phwealth

What is Lisa Parata's role at the current company?

Lisa Parata's current role is Financial Adviser and Certified Financial Planner (CFP).

What schools did Lisa Parata attend?

Lisa Parata attended Massey University, Open Polytechnic Of New Zealand, University Of Otago, Kavanagh College.

Who are Lisa Parata's colleagues?

Lisa Parata's colleagues are Chynal P., Jared Campbell, Nicole Perry-Ellison, Lea Johnson.

Not the Lisa Parata you were looking for?

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    Lisa Parata
    Fleet & Corporate Contracts Manager At Ihc
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    1
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