Lisa Kleiman

Pensions Administrator
Lisa joined APWM as Pensions Administrator, building relationships with both clients and pension providers to ensure that accurate and complete information is provided to advisers quickly and efficiently.

Lisa is a New Zealand qualified Legal Executive with years of experience in the areas of residential conveyancing

Lisa is a New Zealand qualified Legal Executive with years of experience in the areas of residential conveyancing, family trusts and estate administration. Her other area of expertise is developing and maintaining effective office and client administration systems, processes and quality controls to ensure consistent service delivery of a high standard.

Lisa recently developed interest in the financial services industry, which has led her to undertake a course of study with CISI for a Level 3 Investment Operations Certificate. Lisa is particularly interested in risk management, operations and compliance.

Lisa joined APWM as Pensions Administrator, building relationships with both clients and pension providers to ensure that accurate and complete information is provided to advisers quickly and efficiently.

In her free time, Lisa enjoys reading, cinema, and art. Having moved to Spain from Down Under, she likes travelling to European cities to experience their  rich culture and history.