Industry Experience
Lisa has worked as an institutional adviser in Australian equities since 1989. Being a Japanese speaker, she initially focused on Japanese institutional investors before transitioning to an Australian institutional client base in 1999.
In addition to her research sales role, Lisa was on the Equities Management Committee in the capacity of Head of Client Account Management during her tenure at ABN AMRO and RBS.
Prior to joining Morgans, Lisa was a Senior Research Sales Adviser at CIMB Australia.
In addition to being a Director of Institutional Sales, Lisa has been one of the key leaders in the Morgans Sydney office and served as Manager of the Sydney Office.
Lisa was a member of the ASIC Markets Disciplinary Panel from 2018 to 2021.
Lisa is a Director of the Morgans Foundation.
Qualifications and Professional Affiliations
- Bachelor of Arts (Hons) - University of Sydney (1986)
ASIC Approved Competencies
- Securities
- Managed Investments
