Lisa Smith

Client Relationship Coordinator

Adv. Dip FS (FP), Dip BA

Lisa has an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Business Administration.

Lisa joined Platinum Strategies in 2009, having been involved in the financial services industry since 2002. She specialised in superannuation and personal risk insurance. Lisa’s extensive technical knowledge allows the firm to draw on this resource to better serve our clients.

In 2012, Lisa won Millennium3’s Professionalism Award for South Australia.

In 2014 Lisa was the State Finalist for the Millennium3 Risk Advisor of the Year award.