Our Advisers

Brett brings over 13 years’ experience to the Markey Financial Services team, delivering high quality financial services to clients. Brett feels strongly about helping his clients to achieve more security, flexibility and confidence by providing specialised financial planning, superannuation, insurance and succession planning advice services. As a strategic financial adviser, Brett’s key focus is to utilise and build on the strong technical skills he has developed during his career to consistently provide an exceptional client experience.

Brett’s educational qualifications include:
• Bachelor of Business (Economics)
• Advanced Diploma of Financial Planning
• Diploma of Financial Planning
• Justice of the Peace

Brett’s industry membership include:
• Financial Planning Association (FPA)
• Association of Financial Advisers (AFA)
• Financial Ombudsman Service Limited

Diploma of Financial Planning

Lisa has been in the insurance industry for over 30 years and has extensive knowledge of the industry. She joined Markey in 2004. Lisa has completed the Diploma of Financial Planning and is the Personal Assistant to the Manager of the Financial Services team, Geoff Donegan.