Our team

Lisa Mahoney – Acting General Manager

Lisa joined the Netwealth Advice Group (NAG) as Head of Operations in September 2016, focusing primarily on the Australian Planning Services Licensee business and Bridgeport Financial Services. She has over 20 years’ experience within the financial services industry with previous roles at Hillross Financial Services, FSP Group and Asgard. Her role is aimed at ensuring the effective running of the business and is responsible for the day to day operational management. Lisa is a Responsible Manager for the Australian Planning Services Licence, and is a member on the Compliance Risk and Management Committee, the NAG Investment Committee, and the NAG Due Diligence Committee. She is also a member of the NAG Executive Committee.

 

Nationwide team

     
Stuart Williamson – Senior Adviser Allan Grant – Senior Adviser Vinnie Waran – Financial adviser

     

Scott Carle – Senior Adviser

Urmi Ray – Financial Adviser

Kurt Jorgensen – Financial Adviser

Kerryn Hansen – Senior Adviser

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