Lisa Forbes



I joined the firm in 2008 to head up Advice First Finance. Previously to Advice First I spent 18 years as a lending manager with one of the big banks. I was delighted to leave the large corporate environment where it was all about “product sales”, to join a boutique business that genuinely puts the interests of the client first.

As our Finance Specialist, my role is to provide professional, timely and expert advice on:

  • Home loans
  • Residential investment property purchase
  • Commercial property finance
  • Borrowing to buy a business
  • Loan structuring
  • Budgeting and cash flow management
  • Which lender is the right lender for you

As proud and passionate as I am about the way we help our clients, I am even more proud of my sons (Jacob & Reece) and even more passionate about my footy team – the famous Carlton Blues. As a family we are heavily involved in AFL and cricket at both school and club levels.

My qualifications:

  • Diploma of Finance & Mortgage Broking Management
  • Commissioner of Declarations

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