Certified Financial Planner At Apt Wealth Partners
Current
Dec 2020 - Present
AeroLeads people directory · profile
Lisa Haley Email & Phone Number
Certified Financial Planner at Apt Wealth Partners
at
Apt Wealth Partners
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner at Apt Wealth Partners
Location
Greater Melbourne Area, Australia
Company size
Who is Lisa Haley? Overview
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Quick answer
Lisa Haley is listed as Certified Financial Planner at Apt Wealth Partners at Apt Wealth Partners, a with 39 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for Lisa Haley.
Lisa Haley previously worked as Certified Financial Planner at Unified Financial Services and Senior Financial Adviser, Certified Financial Planner at Apt Wealth Partners Melbourne. Lisa Haley holds Certified Financial Planner Cfp from Financial Planning Association Australia.
Company email context
Email format at Apt Wealth Partners
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Apt Wealth Partners
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Profile bio
About Lisa Haley
With 20 years in the industry I have seen the ups and downs of the market, the interest rates rise and fall, and journeyed through the life events we all face myself, with my family and with clients. I enjoy passing on that wealth of knowledge and experience to my clients.
Listed skills include Retirement, Financial Services, Retirement Planning, Financial Advisory, and 20 others.
Current workplace
Lisa Haley's current company
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Apt Wealth Partners
3 roles
Lisa Haley work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner
Unified Financial Services Pty Ltd is a privately owned, boutique Financial Planning Firm. Self-Licensed with an Australian Financial Services Licence since 1996.We have specialised in providing fee for service financial planning advice for the best part of 24 years. We provide structure and direction and work with our clients to establish their unique Financial Life Plan. We have a special focus in providing financial advice to health professionals.We also take on a selection of financial project management for those people who are going through major changes in their lives.We provide strategic financial advice on a wide range of areas including:- Aged care financial advice- Defined superannuation- Divorce - Estate and intergenerational financial planning- Financial advice for widows- Personal and business insurance advice- Investment advice- Planning for retirement- Salary packaging - Self funded retirees- Small business financial advice- Superannuation- Wealth accumulation
Mar 2003 - Dec 2020
Senior Financial Adviser, Certified Financial Planner
Apt Wealth Partners Melbourne
Team & coworkers
Colleagues at Apt Wealth Partners
Other employees you can reach at aptwealth.com.au. View company contacts for 39 employees →
PC
Paul Cull
Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia
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LY
Liangke Yi
Colleague at Apt Wealth PartnersHornsby, New South Wales, Australia
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TT
Tammy Tan
Colleague at Apt Wealth PartnersGreater Sydney Area, Australia
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DK
Daniel Kalisperis
Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia
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JV
John Versace Cfp®
Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia
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MH
Michelle Heffernan
Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia
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AG
Abbie Gellatly
Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia
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BP
Brian Paou
Colleague at Apt Wealth PartnersGreater Sydney Area, Australia
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EW
Elizabeth Wise
Colleague at Apt Wealth PartnersThe Rocks, New South Wales, Australia
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SN
Steve Nobilo
Colleague at Apt Wealth PartnersGreater Sydney Area, Australia
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Paul Cull
Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia
View →
LY
Liangke Yi
Colleague at Apt Wealth PartnersHornsby, New South Wales, Australia
View →
TT
Tammy Tan
Colleague at Apt Wealth PartnersGreater Sydney Area, Australia
View →
DK
Daniel Kalisperis
Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia
View →
JV
John Versace Cfp®
Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia
View →
MH
Michelle Heffernan
Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia
View →
AG
Abbie Gellatly
Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia
View →
BP
Brian Paou
Colleague at Apt Wealth PartnersGreater Sydney Area, Australia
View →
EW
Elizabeth Wise
Colleague at Apt Wealth PartnersThe Rocks, New South Wales, Australia
View →
SN
Steve Nobilo
Colleague at Apt Wealth PartnersGreater Sydney Area, Australia
View →
2 education records
Lisa Haley education
Certified Financial Planner Cfp
Financial Planning Association Australia
B. Appsc, Exercise Management - Cardiac Rehab.
University Of Qld
FAQ
Frequently asked questions about Lisa Haley
Quick answers generated from the profile data available on this page.
What company does Lisa Haley work for?
Lisa Haley works for Apt Wealth Partners.
What is Lisa Haley's role at Apt Wealth Partners?
Lisa Haley is listed as Certified Financial Planner at Apt Wealth Partners at Apt Wealth Partners.
Where is Lisa Haley based?
Lisa Haley is based in Greater Melbourne Area, Australia while working with Apt Wealth Partners.
What companies has Lisa Haley worked for?
Lisa Haley has worked for Apt Wealth Partners, Unified Financial Services, and Apt Wealth Partners Melbourne.
Who are Lisa Haley's colleagues at Apt Wealth Partners?
Lisa Haley's colleagues at Apt Wealth Partners include Paul Cull, Liangke Yi, Tammy Tan, Daniel Kalisperis, and John Versace Cfp®.
How can I contact Lisa Haley?
You can use AeroLeads to view verified contact signals for Lisa Haley at Apt Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Lisa Haley attend?
Lisa Haley holds Certified Financial Planner Cfp from Financial Planning Association Australia.
What skills is Lisa Haley known for?
Lisa Haley is listed with skills including Retirement, Financial Services, Retirement Planning, Financial Advisory, Strategic Financial Planning, Superannuation, Wealth Accumulation, and Insurance.
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