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ABOUT US

Lisa Farnell (Greeve), Financial Adviser

Lisa is a CERTIFIED FINANCIAL PLANNERTM who has been working in the Financial Planning industry since 1999. Her educational qualifications include a Bachelor of Commerce degree and a Diploma of Financial Planning.

Prior to becoming a financial adviser, Lisa has worked in a number of business disciplines, including insurance, retail management and event management, and has enjoyed many life  experiences which have lead her to a personal desire for a more ethical and sustainable way of living and investing.

Lisa’s practice is certified by the Responsible Investments Association of Australasia (RIAA) according to the strict disclosure requirements under the Socially Responsible Investment (SRI) Certification Program. Click Here to read more about the Ethical Investing principles.


Norm Jupp, Financial Adviser

Norm is a CERTIFIED FINANCIAL PLANNERTM who has been working in the Financial Planning industry since 1984. His qualifications include a Diploma in Financial Planning and a Diploma in Risk Management (Insurance).

Norm's belief is that the most important trait of a quality Financial Planner is having the ability to 'listen'. It is only after a Financial Planner has helped a client to fully articulate their current position, concerns, values, goals and objectives, that they are positioned to provide appropriate financial solutions that will help clients over their lifetime.




Industry Affiliation

Lisa Farnell (Authorised Representative No. 290056) and Norm Jupp (Authorised Representative No. 242572) offer their services on behalf of FYG Planners Pty Ltd and are authorised by FYG Planners Pty Ltd to provide financial advice, financial product advice and investor directed services. Click here to find out more about FYG Planners Pty Ltd

For more information on these products and services go to What We Do.


Helen Jupp, Client Services Manager

Helen has over 30 years working in the Banking and Financial Planning industry and enjoys the diverse nature of her role. Helen is the first point of contact for all client enquiries and manages the day to day administration tasks of the business. As Client Service Manager her objective is to provide a level of service to clients which is consistent, friendly and prompt. 


Kirsty Neve, Office Manager

Kirsty has been with Greeve & Associates (now Financial Solutions Geraldton) since 2007, after working in the training delivery field. She has completed a Bachelor of Environmental Science.


Financial Services Guide

A Financial Services Guide outlines what you can expect when dealing with the company including what they can do for you, how much is will cost, what you'll have to do and what information you need to provide. To download the Financial Services and Credit Guide (PDF) please Click Here.

Financial Solutions Geraldton is an Authorised Representative No. 1009353 and Credit Representative No. 477548 of FYG Planners Pty Ltd AFSL/ACL No. 224543.

Bike Parking at Our Office

Free parking for clients....

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