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.  These roles allowed me to work with clients from all walks of life in all kinds of financial shape.  Becoming a Financial Adviser (FSP675151) has allowed me to gain a deeper understanding of our clients and what is important to them and their families.

Outside of work I enjoy travelling overseas, exploring the New Zealand outback, playing sports, and getting stuck into some projects around the house. The best thing about travelling abroad is how appreciative I am of our amazing country when I return home.  We are truly lucky to live here.

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