Lisa Houlford

Sydney

Lisa Houlford in Sydney works at UBS (Wealth Planner) and was educated at Financial Planning Association.

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UBS Nov 2010 - Mar 2016
Wealth Planner

Shadforth Financial Group Feb 2008 - Nov 2010
Associate Adviser

Moore Stephens Jan 2003 - Feb 2008
Senior Accountant

Financial Planning Association  
Certified Financial Planner

Kaplan Professional Education  
Advanced Diploma of Financial Services (Financial Planning)