Personal Service Associate
“I believe that building long-term client trust through sharing financial intelligence is crucial for success in the financial planning industry. Guiding clients through the planning process with care and attention removes any uncertainty they may have, making for a smooth and stress-free experience. It’s fulfilling to see clients experience a sense of relief and satisfaction, and it inspires me to work harder every day.”
Lisa Peikert is a Personal Service Associate at Modoras Financial Planning in Brisbane.
Lisa joined Modoras in November 2017 and has proven herself to be a valuable member of the team. Her drive for growth and development has led to her quick progression from receptionist to a senior member of the financial planning administration team. With responsibilities that include client onboarding and upskilling of new team members, Lisa applies her laser focus on process efficiencies and complements it with a dedication to delivering an outstanding client experience.
With her exceptional organizational skills, attention to detail, and customer service expertise, Lisa is a valuable asset to the Modoras team and a trusted partner to clients and she can’t wait to welcome you to the Modoras financial family.
When Lisa isn’t at work, she enjoys exploring the beautiful nature and scenery of Queensland, hiking and going on adventures. Her passion for life and drive for success makes her a respected member of the Modoras team and a reliable point of contact for clients.