All you need to know about
Lisa
CLIENT SERVICES TEAM LEAD
Lisa Faferko
I have spent a significant part of my career in the AFSL space, focusing on operational effectiveness, process improvement, and the education and training of young advisers. In my various roles, I’ve worked to establish the right support systems and processes that enable businesses to operate efficiently and compliantly, all while delivering exceptional service to their Adviser network.
I also take pride in mentoring advisers and perspective advisers develop their business and assisting Advising business, train, develop and promote their young staff into advising roles.
At Evalesco, a major component of my role is managing, mentoring, and supporting the client services team. I focus on empowering and engaging my team, ensuring they have a solid understanding of their tasks and processes. This creates a robust support structure for our Advisers. Additionally, I am committed to continually developing efficient, effective, and compliant processes behind the scenes, allowing our advisers to concentrate on delivering the best possible solutions and outcomes for their clients.
What Healthy, Wealthy and Happy means to you?
Being Healthy, Wealthy, and Happy means finding fulfillment in all aspects of life and leading a satisfying, meaningful life on your own terms. For me, it’s about engaging in activities I enjoy, spending quality time with my family and children, and maintaining a balanced integration of family, work, and personal pursuits. It also includes the ability to give back and support those around me, creating a positive impact in my community and enriching the lives of others.
Qualifications
• Bachelor of Business (Financial Management Major)
• Diploma of Financial Services (Financial Planning)
