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Lisa Crawford

Adviser Support

Meet Lisa Crawford, one of our Financial Adviser Support experts based in the Newcastle office. By leveraging her extensive experience, Lisa is committed to optimising client outcomes through her meticulous approach and problem-solving prowess.  

A proud Novocastrian, Lisa’s professional journey has been enriched by her ventures in London and Melbourne. Outside of her professional endeavours, Lisa is a devoted mother of two who seamlessly balances her career with her passion for crafting jewellery and coastal exploration.  

An enthusiastic soccer aficionado, Lisa avidly supports both the Newcastle Jets and Newcastle United (UK), while also finding joy in following AFL matches. Committed to giving back, Lisa volunteers her time to support mental health awareness initiatives for youth, animal rescue organisations, and literacy programs at her children’s school.  

Lisa’s expertise lies in the development and management of systems designed to provide comprehensive and efficient support to financial advisers. With qualifications including Diploma of Financial Planning 1 & 2 from Kaplan, she is deeply committed to continuous professional development.  

Recognised for her careful attention to detail and her commitment to simplifying the advisory process, Lisa is dedicated to enhancing the planning experience for clients. Her relentless pursuit of knowledge and dedication to improving client services make her an invaluable asset to the financial planning community. 

If you’d like to ask Lisa any questions please contact her by phone or email