Lisa Kim

Director Portfolio Management at Investible

Lisa Kim has a diverse work experience across various industries. Lisa currently serves as the Director of Portfolio Management at Investible since July 2022. Prior to this, they worked as a Portfolio Manager for the same company from March 2021 to June 2022. Lisa also had a significant role at Wolters Kluwer Australia, where they were the Head of Product from January 2019 to January 2021, and a Product Manager from April 2018 to December 2018. Lisa founded Xplaw in 2016 and held the position of Founder until 2018. Lisa's early career includes positions at PwC Australia, where they served as a Project Manager from 2014 to 2016, Senior Tax Consultant - Corporate tax from 2012 to 2014, and Tax Consultant - Private Clients from 2010 to 2012. Lisa started their professional career as an Assistant Accountant at Continuum Accounting from March 2006 to December 2009.

Lisa Kim has a Graduate Diploma of Chartered Accounting from the Institute of Chartered Accountants. Lisa also has a Bachelor of Commerce degree in Accounting from the University of Sydney. Lisa Kim completed their high school education at Marist Sisters' College Woolwich, earning a Higher School Certificate. Additionally, they hold certifications as a Chartered Accountant from the Institute of Chartered Accountants Australia and as a Chartered Tax Adviser from The Tax Institute.

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Previous companies

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Timeline

  • Director Portfolio Management

    July, 2022 - present

  • Portfolio Manager

    March, 2021

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