Home / Our Team / Lisa Williams
lisa williams

Lisa Williams

Adviser Administration Support

Lisa Williams is a dedicated professional with over 24 years of experience in the financial services industry, where she has held various roles including Personal Assistant and Client Services Manager. Born and raised in Newcastle, Australia, Lisa’s cultural identity is deeply rooted in her hometown.

Outside of her professional endeavours, Lisa cherishes spending time with her family, particularly at their favourite getaway spot, Rainbow Bay in Queensland, where they enjoy basking in the sun and exploring the beautiful beaches together.

In addition to her family life, Lisa is actively involved in her community, generously volunteering her time at the school canteen and participating in community reading programs. Her passion for helping others extends to her professional life, where she is known for her warm and friendly demeanour, strong organisational skills, and dedication to making a positive impact on the lives of her clients and colleagues.

Lisa’s career philosophy is centred around building lasting relationships based on trust and integrity, embodying her belief in the importance of making a meaningful difference in people’s lives through her work.

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