Lisa Cave

Senior Financial Planner - Team Lead

Lisa Cave is a seasoned financial professional currently serving as a Senior Financial Planner and Team Lead at Rest since April 2020, where responsibilities include providing high-quality superannuation, insurance, and retirement advice to members. Prior to this, Lisa held various roles including Operations Manager, Financial Planner, and Para Planner at Scope Financial Services from 2009 to April 2020, focusing on compliance and financial planning operations. Lisa's foundational experience includes positions at National Australia Bank from 1998 to 2009, where duties encompassed credit analysis and team leadership in residential lending. Lisa's education includes a Post Graduate Diploma and Advanced Diploma in Financial Planning and Services from Kaplan Professional and Mentor Education, respectively, alongside a Diploma RG146 and a Certificate IV in Accounting from Mentor Education and TAFE NSW.

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices