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Lisa Haley, CFP®


Name Lisa Haley CFP®
Company Apt Wealth Partners Pty Ltd
Address Level 8 360 Collins Street
Melbourne, VIC 3000
Phone 03 8779 5254

Lisa is a Senior Financial Adviser at Apt Wealth Partners. She has twenty years of experience in the financial services industry, practising as a financial planner.

Lisa’s qualifications include a Diploma of Financial Planning, a Bachelor of Applied Science. Lisa is an Accredited Aged Care Professional® and is also a Certified Financial Planner® with the Financial Planning Association of Australia.

Lisa is passionate about coaching her clients to achieve financial freedom. She is known for her attention to detail and in-depth understanding of new and changing legislation. Lisa is also an expert in navigating the complex Australian aged care system to help her clients and their families achieve the best possible outcome.

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