fbpx

Trustee Accounts Specialist

Lisa has over 20 years financial services experience and holds the Chartered Insurance Institute's Financial Planning Certificate and The Investment Management Certificate (IMC). As well as running our busy office Lisa also sits on the Simpson Financial Services Investment Committee.

This email address is being protected from spambots. You need JavaScript enabled to view it.

/in/lisa-simpson

Get in touch

At Simpson Financial Services, we put customer service front and center. If you have a question about our services, or are considering becoming a client, please feel free to make an enquiry using the form below:

  1. Please type your full name.
  2. Please type your message to us.
  3. All required fields are marked with an asterisk*.