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 a Masters degree in Financial Planning and is a current member of the Financial Advisers Association of Australia (FAAA).