Alisa Surya

Alisa Surya is a Registered Financial Adviser with a comprehensive background in accounting, finance, and strategic advisory. With over 15 years of experience in the financial services industry, she has developed a reputation for delivering insightful, client-focused solutions that support long-term financial wellbeing.

Holding a Master of Applied Finance and a Graduate Diploma of Financial Planning, equipping her with both the academic foundation and practical expertise to navigate complex financial landscapes. Her career spans a diverse range of roles in financial advisory, compliance, paraplanning, and corporate finance, where she has worked with individuals, families, and organizations to build tailored strategies across wealth creation, superannuation, investment, and insurance.

Her professional journey includes leadership in audit and finance transformation initiatives, where she has successfully managed cross-functional teams, streamlined financial operations, and enhanced internal controls. Alisa is known for her ability to translate technical financial concepts into clear, actionable advice, empowering clients to make informed decisions with confidence.

In addition to her technical and strategic capabilities, Alisa brings a thoughtful and empathetic approach to her work. She values trust, transparency, and long-term relationships, and is committed to helping clients achieve their financial goals through personalized planning and ongoing support.

Outside of her professional responsibilities, Alisa maintains a strong interest in community engagement and personal development. She approaches every client interaction with warmth and integrity, making financial planning not only accessible but also a positive and empowering experience.