Meet Our Team

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Lisa Watzek

Lisa Watzek is the Practice Principal at Compass Wealth Strategies and has been in the Financial Planning Industry since 1997.

Lisa's experience in financial planning is extensive having been employed in various roles such as client services, paraplanner and financial planner. Lisa's qualifications are: Bachelor of Commerce (Honours), Bachelor of Commerce (Accounting) and Diploma of Financial Planning.

Lisa has a keen interest in self-managed superannuation funds and has completed additional study in areas such Self Managed Superannuation and Estate Planning.

In her spare time, Lisa is a keen Dragon Boat Racer. Currently the Vice President of Manly Dragon Boat Club. Proudly competed and gold medaled in the World Club Crew Titles held in Hong Kong in July 2012, and the Australian Titles held in Melbourne in March 2012.

Lisa Watzek is an Authorised Representative