Managing money since 2002, we aim to do one thing exceptionally well: grow and protect our clients’ wealth through investing.
Lisa joined Ellerston in December 2019 and has 14 years’ industry experience. Prior to joining Ellerston, Lisa was the National Manager, Alliances & Multi-Manager, at Colonial First State Investments Limited (CFSIL) with responsibility for defining, developing and implementing the intermediary market sales strategy for the groups’ third party distributed and in-house manufactured investment products. Prior to CFSIL, Lisa spent over 8 years at Schroder Investment Management Australia Limited, holding a variety of positions with the most recent being National Account Manager. In this role, Lisa was responsible for developing and implementing the sales strategy and maintaining strategic relationships with Schroders’ largest financial institution clients and intermediary consultants.
Lisa holds a Bachelor of Commerce from the University of Wollongong, Masters of Business Administration (Executive) from the Australian Graduate School of Management (AGSM) and a Graduate Diploma of Applied Finance from FINSIA. Lisa is also a Certified Investment Management Analyst (CIMA®).