Lisa Palmer

Lisa Palmer Email and Phone Number

Making it easier for Financial Advisers to work with Hostplus @ Hostplus
australia
Lisa Palmer's Location
Greater Adelaide Area, Australia
Lisa Palmer's Contact Details

Lisa Palmer personal email

n/a
About Lisa Palmer

I have been a strong advocate for financial education, advice and support for over 20 years after 'finding' my path into financial planning when I was close to completing an accounting degree. With an extensive background in financial planning and executive leadership across multi-disciplinary business units, I bring a wealth of experience in leading leaders and their teams, driving and managing change, improving efficiencies and developing and fostering strategic partnerships both internally and externally. Employing a disciplined, yet flexible approach to develop and grow a new distribution channel for Hostplus, I am fortunate to lead a dedicated team who are equally committed to making it easier for advisers to work with Hostplus. Having seen the difference quality financial advice can make to peoples lives, empowering financial advisers with tools and support is essential.After seeing all-too-often, the limited financial well-being in many female clients, I've been particularly keen on increasing financial literacy for women. I have partnered with like-minded organisations and brands including Adelady, TAFE, WEA, LG Professionals and the Womens Professional Development network at Adelaide University to present on topical financial planning issues and investment courses. In my 'spare time' I enjoy travelling, home renovations and spending time with my adult children, husband, family and friends. I am also proud to have worked with and support an Australian charity, Hands Across the Water, who care for at-risk children in Thailand. Having participated in several renovation projects and an 800km bike ride across NE Thailand, it is humbling and satisfying to see the continual development and growth of these beautiful children.

Lisa Palmer's Current Company Details
Hostplus

Hostplus

View
Making it easier for Financial Advisers to work with Hostplus
australia
Website:
hostplus.com.au
Employees:
259
Lisa Palmer Work Experience Details
  • Hostplus
    Executive Manager, Intermediary Distribution & Growth
    Hostplus May 2022 - Present
  • Financial Advice Association Australia (Faaa)
    Conduct Review Commission Panel Member
    Financial Advice Association Australia (Faaa) Aug 2015 - Present
    Sydney Area, Australia
  • Statewide Super
    General Manager, Distribution & Advice
    Statewide Super Apr 2019 - May 2022
    Adelaide, Australia
  • Statewide Super
    Head Of Financial Planning
    Statewide Super Jun 2014 - Apr 2019
    Adelaide, Australia
  • The Hills Montessori School
    Vice President
    The Hills Montessori School Jul 2013 - May 2017
  • Workers' Educational Association
    Tutor
    Workers' Educational Association May 2013 - Jul 2015
  • Intrinsic Financial Planning
    Financial Adviser
    Intrinsic Financial Planning Jul 2012 - Jun 2014
    Adelaide, Australia
  • Ri Advice Norwood
    Financial Adviser
    Ri Advice Norwood Sep 2007 - Nov 2012
  • Tafe Sa
    Lecturer
    Tafe Sa 2007 - 2008
  • Westpac
    Financial Adviser
    Westpac Aug 2005 - Aug 2007

Lisa Palmer Skills

Wealth Management Investments Financial Advisory Strategic Financial Planning Superannuation Investment Strategies Financial Services Retirement Planning Financial Planning Finance Retirement Portfolio Management Investment Advisory Wealth Accumulation Income Protection Financial Planners Pensions Risk Management Strategic Planning Insurance Asset Allocation Relationship Management Estate Planning Business Planning Wealth Management Services Smsf

Lisa Palmer Education Details

Frequently Asked Questions about Lisa Palmer

What company does Lisa Palmer work for?

Lisa Palmer works for Hostplus

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

Lisa Palmer's current role is Making it easier for Financial Advisers to work with Hostplus.

What is Lisa Palmer's email address?

Lisa Palmer's email address is li****@****.com.au

What schools did Lisa Palmer attend?

Lisa Palmer attended Fpa, Kaplan, Monash University.

What are some of Lisa Palmer's interests?

Lisa Palmer has interest in Human Rights.

What skills is Lisa Palmer known for?

Lisa Palmer has skills like Wealth Management, Investments, Financial Advisory, Strategic Financial Planning, Superannuation, Investment Strategies, Financial Services, Retirement Planning, Financial Planning, Finance, Retirement, Portfolio Management.

Who are Lisa Palmer's colleagues?

Lisa Palmer's colleagues are Emily Taylor, Tracey Kile, Dita Yesil, Mark Elding, James Sookun, Aysun Tuluk-Moscatt, Peter Aldini.

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