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Call  9509 1599

Lisa worked for several years as Segue’s Client Service Manager then after returning from maternity leave took up her current position specialising in Self-Managed Super Fund administration.

Her role within administration team, Portfolio Administrative Services (PAS), is accounting for Self Managed Super Funds (SMSF) and individual Investment portfolios. She is responsible for the Annual Reporting process of self-managed superannuation funds.

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Segue Financial Services

Ground Floor, Suite 2

307-313 Wattletree Road

Malvern East VIC 3145

Phone: 9509 1599

Fax:+61 (03) 9509 1577

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


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Professional Practice Financial Planning Association of Australia    

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Financial Planning

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