Lisa Mortensen
Manager
Lisa’s role is designed to provide experienced and dedicated financial advice to clients who are ready to take the next step in their business.
Having a staff member dedicated to supporting our clients in their workplace ensures they are getting the timely and accurate advice they need to reach their goals.
Before joining WK Strawbridge, Lisa worked in the United Kingdom, and New Zealand in a variety of project and financial management roles. She now spends her days on-site with clients, helping them reach their financial goals – in fact, she’s never at her desk!
Lisa lives with her partner, a keen rugby coach, and her two boys. She can often be found supporting them from the sidelines in Marlborough or being a taxi for her two active boys.
Position
Manager
Qualifications
BCom, CA
Lisa's Certifications:
- Chartered Accountant
- AMSF - Mindshop Facilitator