Lisa Holland - Director (CBI Financial Planning)

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Lisa Holland

Director

Title:	Director
Practice:	CBI Financial Planning
Address:	Level 4 57 The Esplanade Maroochydore QLD 4558 Australia

Email:	Contact adviser
Web:	cbigroup.com.au

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2019 Rainmaker SelectingSuper Awards

Fund of the Year AustralianSuper Best in Show - MySuper Lifecycle Sunsuper for life Best in Show - MySuper Product AustralianSuper Best in Show - Workplace UniSuper Best in Show - Personal AustralianSuper ... Watch video

WT Financial takes majority stake in TNT Advisor

2 September 2026, 11:56am

WT Financial has acquired a 70% stake in paraplanning provider, TNT Advisor Solutions (TNT), for $2.4 million. Read more

FEATURE | Managed accounts | Industrialising advice

31 August 2026, 9:00am

The growth in the managed accounts sector has brought scale and efficiency to advice. Rapid adoption is now reshaping the industry and drawing the regulator's attention. Read more

FAAA pushes to expand NCA to financial advisers

28 August 2026, 12:05pm

Financial Advice Association Australia (FAAA) said it will advocate strongly to expand the scope of the New Class of Advisers' to all financial advisers, which will currently be limited to only superannuation ... Read more

Sequoia gives InterPrac sale a second shot

27 August 2026, 11:34am

Sequoia is trying its hand at selling InterPrac Financial Planning again after its first sale attempt to Conquest Investment Management was left in the air. Read more

Advised clients more satisfied despite heightened costs: Report

25 August 2026, 12:04pm

A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice. Read more