Client recommendation scheme Email us +44 1372 724 249

Lisa Pearson

Paraplanner

enquiries@bdhsterling.com

+61 8 6180 2555

Perth Office

At work

Lisa is a skilled Paraplanner in our Perth office. She recently moved to Australia from the UK, bringing with her a wealth of UK knowledge along and a proactive, keen approach to her role. As a Paraplanner, Lisa produces technical reports to document advice provided by our financial advisers.

Before joining bdhSterling, Lisa worked as an Independent Financial Adviser in the UK, where she honed her skills and gained extensive experience in the sector. She holds several qualifications, including a Diploma for Financial Advisers and the Certificate for Finance Advisers, underscoring her expertise and commitment to professional development.

Outside of work, Lisa is a busy mum of two young boys, balancing her professional life with the joys and challenges of motherhood.

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What’s your best tip for anyone moving to Australia?

Bring your family's medical records with you or at least request electronic copies prior to leaving the UK.

What’s the best thing about living in Australia?

It has to be the stunning beaches!

What do you miss about living in the UK?

Missing family and friends is always tough. I also miss the convenience of shopping at M&S and Tesco!

What gives you the most satisfaction at work?

Working hard and achieving what I said I would do.

What’s the best thing about working for bdhSterling?

Everyone is very welcoming and genuinely friendly.

More of our Perth team members

Get to know a few more members of our team.

See full team

Cameron Allnutt

Paraplanning Manager

Rob Teune

Group Director of Financial Planning

Ané Lindenbaum

HR Business Partner

Charlotte Evrard

Pension Transfer Manager

Mariah Perry

Operations Manager

Larissa Kelly

Client Manager

Natasha Mackintosh

Business Operations Analyst

Sophia Zirov

Operations Manager (Australia)

Steph Mills

Pension Transfer Specialist

John Harrower

Senior Financial Planner

Daniel Ash-Wentworth

Financial Planner

Rebecca Watson

Financial Planner

John Vailes

Financial Planner

Gemma Spinks

Associate Financial Planner

Brody Elliott

Senior Paraplanner

Jack Hart

Paraplanner

Jessica Meehan

Paraplanner

Amit Patel

SMSF Assistant Accountant

Jeanri Coetzer

Client Administration

Kai Hudson-Wood

Client Administrator

Lauren Watts

Client Administrator

Contact us

Email us +44 1372 724 249

    bdhSterling Ltd is Authorised & Regulated by the Financial Conduct Authority Registration | FCA Registration Number: 499460 | Company Number: 06849498. The Financial Conduct Authority does not regulate Tax or Estate Planning.

    bdhSterling AFSL Pty Ltd is authorised and regulated by the Australian Securities and Investment Commission (ASIC) and holds an Australian Financial Service License (AFSL) Number: 222266. Australian Business Number (ABN) 17 054 918 295.

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