Lisa Forbes
Senior Credit Adviser
Lisa Forbes – Senior Credit Adviser
Lisa joined Invest Blue in 2022 as part of the merger with Advice First and having been a partner there for over 14 years. With a strong pedigree of lending having also spent 18 years as a lending manager with one of the big four banks, Lisa provides expert advice on all areas of finance. Lisa was delighted to leave the large corporate environment of product sales behind to join a business that genuinely puts the interests of clients first. Lisa is proud and passionate about the way she continues her long tradition of helping clients, but she is most proud of her sons (Jacob and Reece) and even more passionate about her footy team, the famous Carlton Blues. Lisa also loves to travel and spending time with her family and friends.
Areas of specialisation
- Business and Commercial Finance
- Home Loans
- Investment Loans
Qualifications and Professional Accreditations
- Diploma of Finance and Mortgage Broking Management
- Cert IV in Finance and Mortgage Broking
- Commissioner of Declarations
Awards
- Kinnaird Teacher Award Invest Blue Kinnaird Teacher Award 2022
- Suncorp Top 10 Broker Qld
Memberships
- The Finance Brokers Association of Australia (FBAA)
- Australian Financial Complaints Authority (AFCA)
