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Lisa Parata is listed as Financial Adviser and Certified Financial Planner (CFP) at phwealth, a with 6 employees, based in Dunedin, Otago, New Zealand. AeroLeads shows a matched LinkedIn profile for Lisa Parata.
Lisa Parata previously worked as Financial Adviser at Phwealth and Associate Financial Adviser at Polson Higgs Wealth Management. Lisa Parata holds Graduate Diploma In Business Studies (Personal Financial Planning) from Massey University.
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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
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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.
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Lisa Parata works for phwealth.
Lisa Parata is listed as Financial Adviser and Certified Financial Planner (CFP) at phwealth.
Lisa Parata is based in Dunedin, Otago, New Zealand while working with phwealth.
Lisa Parata has worked for Phwealth, Polson Higgs Wealth Management, and Anz.
Lisa Parata's colleagues at phwealth include Jared Campbell, Nicole Perry-Ellison, Lea Johnson, and Chynal P..
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Lisa Parata holds Graduate Diploma In Business Studies (Personal Financial Planning) from Massey University.
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