Britt joined Advance Financial Planning in July 2020 as a Paraplanner. By 2022, she had taken on more technical responsibilities and shadowed George in various areas of the business. After successfully completing her Professional Year in March 2024, Britt became a fully qualified Financial Adviser.  She holds Bachelor’s Degrees in Accounting and Economics, with a major in Financial Planning and accreditation in Aged Care so is qualified to provide quality Aged Care advice.

Britt values working collaboratively with clients to determine the next steps on their financial pathway.

Living in the Dandenong Ranges, Britt enjoys playing basketball and cherishes time spent with family and friends.

Lisa joined Advance Financial Planning in February 2014, bringing over 20 years’ experience in the financial services and superannuation sectors.

As the Implementation Manager, Lisa assists clients with implementation and administration duties.

Living locally with her family, Lisa enjoys travelling, watching movies, dining out and watching her beloved Tigers in the AFL during her spare time.

Hi, I’m Jenny. I hold a degree in accounting from a university in the Philippines. Outside of work, you’ll usually find me hiking, walking in the park, or spending a quiet weekend in the library or at home with a good movie.
At Advance Financial Planning, I provide administrative support to our advisers and team, working behind the scenes to help ensure clients are well looked after. The part I value most is our culture—everyone is thoughtful, supportive, and welcoming, and we genuinely prioritise collaboration and inclusion.
I take pride in helping our clients and customers in the best way I can, and in supporting the team to deliver a smooth, positive experience.

Hi, I’m Zen! I hold a bachelor’s degree in Management Accounting and began my career as an Accounting Staff Intern at a local company in the Philippines. Keen to step outside my comfort zone, I moved into financial planning as a Client Service Administrator, where I supported the team with a range of administrative tasks. In early 2025, I joined Lisa and assisted with implementation tasks, which helped me progress into my current role as a Paraplanner.

Joining Advance Financial Planning has been one of the best decisions I’ve made, and I’m grateful to be part of such an amazing, supportive team. Outside of work, I enjoy spending time with family and friends, watching action movies and series, and listening to music—especially my favourite Kpop band, BTS. I’ve also recently discovered a love for fun runs, and I like to unwind with an afternoon walk after work.

I’m exited for the next part of my journey with Advance Fp.

Hi, I’m Karylle! I’m a Management Accounting graduate, and before joining Advance Financial Planning, I completed an internship at an accounting firm. Keen to try something different, I made the move into financial planning.

Advance is my first role in the industry, and I’ve really enjoyed the learning journey so far. The team is supportive and always willing to help, which has made settling in easy. I’ve been with Advance for around a year, primarily supporting the team with administrative tasks, and I’m now also starting to assist Lisa with implementations.

Outside of work, I enjoy watching movies and TV series, exploring cafés to try new coffees, and staying active with regular walks and the occasional hike. I love assisting our clients everyday.