“The team at RPD Group Advice are committed to building a strong and trusting relationship with you.“
Rod has been a lecturer for the University of New England in Small Business Management, a lecturer for the prestigious Blue Mountains Hotel School in Accounting and Finance for the Hospitality Industry and a lecturer and seminar speaker for the Real Estate Institute of NSW and Tasmania in Accounting, Finance and Property Investment.
Rod holds a Bachelor of Business and is a member of CPA Australia, a registered tax agent and a SMSF auditor. This background gives Rod the ability to specialise in small business, as well as the hospitality and tourism sectors and the property market through his work with the Real Estate Institutes both in NSW and Tasmania.
Rod has spent the last 20 years in public practice dealing with all types of clients from small businesses to large clubs and self-managed super funds.
When not in the office, Rod enjoys snow skiing, water skiing and mountain biking the trails in the Blue Mountains.
Lisa holds a Diploma of Financial Services (Financial Planning) and is a
member of several industry associations.
Lisa specialises in asset protection strategies which include expertise in asset protection strategies for small and medium businesses, estate planning and business succession planning. Having experience in all these crucial fields provides assurance that the blood, sweat and tears put into businesses is secured against the unexpected.
Lisa’s entry into these areas came after workings for several years on investment strategies growing people’s hard earned wealth. On reflection Lisa explains:
“I was working for a very successful firm in investments and superannuation when a woman named Emma came to do some admin work. Emma had 3 small children but was forced to return to work due to the sudden death of her husband, Frank.
Frank had a successful career in banking and had invented a revolutionary piece of sporting equipment that was gaining worldwide attention. Emma and Frank had everything – a lovely home, healthy children, and enough money to do the things they wanted to do. One evening whilst watching television with Emma, Franks’ heart just stopped. He was 37. Emma was pregnant with her 3rd child, due in a matter of weeks. Over a period of time I learned of the hardships Emma went through to keep her family together, retain her family home and witnessed the difficulty of paying for living expenses. I watched as her health deteriorated from the stress.
The whole situation had such a profound effect on me that I felt there was only one course of action – to learn how to advise clients on how to protect themselves, their families, their income, their assets, and their businesses.“
Lisa resides in the Blue Mountains with her family, is a keen sports person, nature lover and wine appreciator.