CBI FINANCIAL PLANNING WEBSITE BY THE DMA - Key Persons
Job Titles:
- Director
- Owner
- Senior Financial Adviser
- Senior Financial Adviser / Authorised Representative No
Lisa Holland is the owner and Director of CBI Financial Planning, a boutique investment advisory firm located in the heart of Maroochydore, Sunshine Coast.
Lisa began working in the Retail Banking sector almost thirty years ago and in 1999 was offered a position within a private financial planning firm. The idea of helping people to achieve their dreams, whether it be throughout their working lives or into retirement really struck a chord with Lisa and she has practiced in the financial planning area since then. In 2005 Lisa branched out on her own and with the help of a fantastic team Lisa has built a dynamic, client centred Financial Planning Advice Practice.
Areas of particular interest to Lisa are superannuation and investment planning, with a strong focus on helping clients to retire comfortably, as well as aged care financial planning.
Lisa holds an Advanced Diploma Financial Planning and is a current member of the Association of Financial Advisers (AFA).
Tracey emigrated to Australia from Zimbabwe in 2004 with her husband and three daughters. Her experience has predominantly been in the commercial insurance area. Tracey has been an Adviser in the Personal Risk area since 2007 but with the many changes in Financial Planning over the past couple of years, has decided to step back from providing personal advice directly to clients, concentrating now on the research and administrative duties for CBI Financial Planning.
Tracey Homewood is not authorised to provide advice under the Insight Investment Services Pty Ltd Licence.