Lissa Victory

Client Services Assistant – Financial Planning

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Lissa joined the Financial Planning Team in June 2026 and brings with her strong client service, administration, and stakeholder management skills across financial services. Her experience spans workflow management, Centrelink liaison, insurance claims, and end‑to‑end advice implementation. Lissa is a strong team player recognised for her calm problem‑solving, integrity in decision‑making, and consistent achievement.

Outside of work, Lissa enjoys travelling and maintaining an active lifestyle. She loves exploring new destinations, experiencing different cultures, and embracing new challenges.