Help us build and protect your wealth, with private wealth services tailored to your specific needs.
28th May 2018
Lisa Gage recently joined our Ballina Office as an Associate Strategy Adviser. Originally from WA, Lisa travelled around Australia for eight months with her family, finally settling in the Northern Rivers region of NSW. Lisa has extensive experience in the industry, beginning her career as a stockbroker, working as a financial adviser, and as the WA Investment Consultant for Perpetual, prior to starting a family.
During the years Lisa focused on her family, she worked extensively as a Financial Counsellor in Community Services, supporting people in financial hardship. Lisa has a strong ethical focus and prides herself on her ability to connect and understand people’s needs. It was the sincere and honest approach within the Elston culture that influenced Lisa’s decision to move away from Community Services and back into financial services.
Excited about her decision to move to Elston, Lisa enjoys being part of our Ballina team, and is looking forward to working more closely with clients in the future, and supporting them on their financial journey.
If you would like more information please call 1300 ELSTON or email info@elston.com.au and an adviser will be in touch.
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
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