The Team

Pepper joined the firm 8 weeks after her birth in 2013. She gets to hang out at the office nearly every day & greet all the staff & clients with a friendly lick. She enjoys interrupting the staff to make them play fetch or tug-a-war with her & she thinks they also enjoy having her around. Her mummy owns the place, so she gets to do pretty much whatever she likes, & because she is too cute for her own good, she just puts on an innocent look whenever anything goes wrong…

Absolute Financial Planning Solutions Pty Ltd

Lisa Tait is the founder of the company.  Working as a tax agent since 1996 she saw a need to assist her long standing accounting client into retirement, as she had been part of their life for so long.  From this she has set up a holistic business structure for financial planning. She completed her Diploma in Financial Planning and started Absolute Financial Planning Solutions Pty Ltd in 2007.  Today she is an Authorised Representative of ProFinancial Advice Pty Ltd since June 2021.  Lisa loves to personalise strategies for the particular needs of her clients. Outside of work Lisa loves going fast, whether it’s in her race cars, her motorbikes, flying her plane or skiing down steep slopes.

Dianne contracts to us as a Bookkeeper extraordinaire and has been part of the AFPS team since 2012. Dianne’s depth of understanding in management skills and business development allows her to recognise and understand business structures and financial necessities for the smooth operating of your business.

Dianne loves to visit exotic places and travels the world often, with her husband.

Susanna has spent the last 20 years working in the financial services industry in various roles for both mortgage brokers and financial advisers.

Her skills include working clients to understand the their needs and how these relate to compliance and legislation.  She assists Lisa to provide specialised advice to both corporate and private clients and is responsible for the day-to-day administration of the team.  She also has a keen interest in assisting clients with Centrelink needs. Susanna completed her diploma of Financial Planning in 2019.

Susanna’s interests include reading, baking and ‘hanging out’ with her teenage daughter.

Garry has been associated within the Financial Services industry for over 10 years. He has worked with the Big 4 financial institutions coming from MLC/NAB Wealth Division and working as a Credit Analyst with CBA. He assists Lisa in her role as a Financial Adviser taking care of the administrative needs and ensuring that our client’s financial wellbeing is secured.

Garry is a whiz with investment strategies and has a keen understanding of the wider investment market.  He enjoys assisting clients to develop and maintain a diverse personalised portfolio.

His spare time is filled with laughter and noise as he takes care of his three energetic daughters.