lisa parata

financial adviser (fsp675151)


I love helping people get their financial affairs in order. I feel as though I am making an important difference in their lives. 

After graduating from Otago University in 2010 I spent seven years working for the ANZ Bank, in both personal and business banking.  I worked with clients from all walks of life and in all kinds of financial shape, giving me an in-depth knowledge of people and their financial affairs.  Studying and working as a Financial Adviser (FSP675151) allowed me to gain a deeper understanding of people and what is important to them.  Our clients deserve the lifestyle they have worked so hard to achieve. I love showing them how, with a personal financial plan, they can invest and spend with confidence, enjoying a long and fruitful life after work.

Outside of the office, you can often find me immersed in a good book, exploring new destinations through travel, or tackling DIY projects around the house.  A sports enthusiast at heart, I find joy in staying active through the likes of CrossFit, golf, and netball.  Family is everything to me and I cherish spending quality time with my partner Tom, our son Theo and Scout our Spaniel. 

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