At Strategic Dimensions Financial Planning Services we believe financial planning has different dimensions which can be applied throughout the various stages of a client’s life.  As such we focus on providing a strategic direction for our clients by assisting them to clearly define their financial and personal objectives they wish to achieve over their lifetime.

Our style of financial planning focuses on establishing and maintaining a lifetime relationship with our clients.  Integral to our practice is an ongoing review service where we meet to review the strategy set and underlying investments established to achieve their objectives.

Lisa Watzek has a Bachelor of commerce (Hons) majoring in Accounting Diploma of Financial Planning is a Certified Financial Planner and a member of the Financial Planning Association.

Lisa Watzek t/as Strategic Dimensions Financial Planning Services is an Authorised Representative of Consultum Financial Advisers Pty Ltd. 
ABN 65 006 373 995.  AFS Licence No 230323.