OUR TEAM

Alisa Honeyman

 

Director and Private Wealth Adviser

CFP®, BCom, DipFP

With a financial services career dating back to 1993 and experience as a financial adviser since 2000, Alisa is a highly accomplished and experienced Certified Financial Planner.

Alisa holds a Diploma in Financial Planning and a Bachelor of Commerce, and is a member of the Financial Advice Association (FAAA).

She is a leading expert in superannuation, including defined benefit schemes, retirement planning, business structures, and tax-effective wealth strategies.

She provides comprehensive help and support to her clients and efficiently collaborates with their other advisers, such as solicitors and accountants, to ensure a holistic approach to solving clients’ financial problems and delivering on their lifestyle goals.

As well as her professional roles, Alisa is Treasurer of the Inger Rice Foundation, a not-for-profit organisation whose programs support the development of relationships between parents or carers and their children from birth to primary school age.

Qualifications & Memberships

  • Certified Financial Planner – FPA

  • Bachelor of Commerce in Management Sciences – University of Canberra

  • Diploma of Financial Planning – Deakin University

  • Margin Lending and Geared Investments – Kaplan Professional

  • Self-Managed Superannuation Funds – Kaplan Professional

  • Ethics and Professionalism in Financial Advice – Kaplan Professional

  • Financial Advice Association Australia (FAAA)

 

TESTIMONIALS

What Alisa’s clients say

  • Nic and Penny

    Alisa Honeyman has managed our financial affairs since 2002. We are now retired and are happily enjoying the direct benefits of Alisa’s financial management. Alisa has established an excellent portfolio of investments and superannuation over the years that is balanced, secure and reliable. It has maintained an impressive annual growth that has withstood market fluctuations and now generates a healthy pension.

    Alisa has cleverly structured our investment portfolio to anticipate changes in our personal circumstances: from retirement from the Australian Army in 2002, to operating our own company and now to full retirement. The investments have evolved and adapted to meet changing circumstances and provide us the financial freedom to undertake overseas travel while maintaining a very comfortable retirement lifestyle.

    Alisa is wise, cheerful, caring, personable and thoughtful. She displays a remarkable level of professional knowledge and is the model of efficiency. We are the beneficiaries of her proven expertise in delivering financial management at the strategic (longer), operational (mid term) and tactical (immediate) levels of needs.

    Thankyou Alisa. We are in safe hands.

  • Claire and Steve

    We have been clients of Alisa Honeyman for eighteen years. We have been with her for this long because of who she is as a person, and what she does for us as our expert financial advisor.

    Alisa’s expertise speaks for itself through her tertiary achievements and by her industry certifications.

    To us, Alisa’s strengths are her honesty, her principled approach, her empathy, her manner of engagement, and her dedication and precise attention to us as individuals.

    These strengths are hard to find. Alisa couples these major personal attributes with her extensive knowledge about the financial sector, the taxation system, and the aged-care sector and she delivers extremely sound and well-researched and prepared advice and direction. This advice is always tailored to be specifically about us and our circumstances – and she covers all aspects and future possibilities – wills, powers of attorney. Her manner of delivery is personal and caring.

    Alisa Honeyman is just a very smart and beautifully natured human being. We are lucky to be her clients. She just “gets” us.

  • Brett & Tina

    “We have had the privilege of knowing Alisa Honeyman for 25 years, and throughout this time, she has been an exceptional source of support and expertise. Alisa exemplifies trustworthiness, consistently providing ongoing service that we can rely on, especially in navigating the complexities of retirement planning. Her flexibility and depth of knowledge make her a true professional, always ready to tailor solutions to our changing needs. A natural problem solver, Alisa approaches every challenge with creativity and determination, ensuring the best possible outcomes for us, allowing us to relax and enjoy this current stage of our life. We wholeheartedly recommend her to anyone seeking reliable guidance and unparalleled service.”