Lisa Pearson

Lisa Pearson: Email & Phone Number

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Trust Manager at Perpetual Limited|Perth, Western Australia

Position:

Trust Manager at Perpetual Limited

Location:

Perth, Western Australia

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Last updated: 2026-07-21
Updated: 2026-07-21

Found email addresses for Lisa Pearson:

Business emails:
l**********n@sjpp.co.uk,
l******n@bdhsterling.com
Personal emails:

Found phone for Lisa Pearson:

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Work Experience 19 years

Trust Manager at Perpetual Limited

Nov 2025 - Current

Pension Transfer Associate at bdhSterling

Mar 2025 - Nov 2025

IFA at Asset Management Financial Advisers Limited

Dec 2019 - Sep 2024

Independent Financial Advisor at Compass Wealth Management Consultants Ltd

Nov 2016 - Dec 2019

Associate Partner at St. James’s Place

Jul 2015 - Oct 2016

Independent Financial Advisor at Prosperity Independent Financial Advisors & Stockbrokers Ltd

May 2013 - Jul 2015

Paraplanner at Deep Blue Financial Limited

Feb 2012 - Feb 2013

Senior Financial Consultant at Nationwide Building Society

Sep 2011 - Feb 2012

Financial Planning Manager at HSBC

Apr 2008 - Sep 2011

Financial Advisor at The Co-operative Bank plc

Apr 2007 - Apr 2008

Lisa Pearson started working in 2007, then the employee has changed 9 companies and 8 jobs. On average, Lisa Pearson works for one company for 1 year 10 months.

Lisa is proficient in English. Their professional focus is Analytical Skills, Attention to Detail, and Banking across 3 core areas.

Lisa holds Certified in Long Term Care (CLTC), Level 4 Diploma for Financial Advisers DipFA, and Certificate in Mortgage Advice and Practice CeMAP certifications.

Education

Brookfield School

Meoncross

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