Lisa Fazio


  • 2013 masters of primary teaching, Swinburne University, current full time
  • 2012 advanced diploma of editing and publishing, Australian College, high distinction
  • 2006 masters in business administration, major in HR, minor in Finance, Southern Cross University NSW
  • 2002 certified financial planner 1, 2 and 4, Financial Planning Association
  • 2000 post graduate diploma of financial planning, Deakin University VIC
  • 1993 bachelor of applied science in physical education, Victoria University
  • 1990 HSC and VCE, Star of the Sea College VIC

Technical skills

  • Working with Children Check #03961507-01 and current clear police check
  • Level 2 first aid, CPR, Anaphylaxis, Asthma Management

  • Certified international yoga, meditation, vertical dance and fitness instructor. Sports trainer, bronze medallion and cross
  • HTML and XML, Adobe Acrobat Pro, Mac OS; Microsoft applications including Word, Excel, PowerPoint; project management including Adcast; desk top publishing―Adobe InDesign, Illustrator; accounting application―Quicken, MYOB, Talent Two payroll; website content management applications; financial planning software including―Reuters, IRESS, BGL, LLink, Visyplan, underwriter central and database publishing―accent
  • ASIC business writing course

  • Mercury Asset Management Marketing Program

  • BULMER Presenter and communication skills course

  • Certified Drama and Presenting Course, Tanya Powell

Employment Summary

Full time student, Masters of Primary Teaching, Swinburne University Jan12–current



Completing volunteer primary teaching and student teaching experience at primary schools in Victoria. Currently volunteering one day a week at Moorabbin Primary School with grade 1 and 2 learners.

To provide writing, editing and consulting to organisations on contractual terms. The focus of work completed involves researching, consulting and advising on various topics and sectors ie. human resources, government, occupational health and safety and construction, to write and edit published documents, fiction and non-fiction, biographies. Professional contracts include:

  • Select Resumes Pty Ltd―Writing, editing, copy writing and HR consulting

  • iSelect Pty Ltd―Inbound and outbound customer service and sales

  • Website content and SEO maximisation

Managing Owner Jun10-Jun12



  • Founder from start up and manager of a vertical performance arts business; including, designing and building the studio and creating business plans. This business is now sold and I consult to the new owners as required

  • Instructor of various styles of fitness and dance classes for all ages, beginner to advanced level including; children's and 'teen' yoga and dance; Adult yoga, flexibility, pole fitness and pole dance―classes, courses, programs and workshops

  • Create, research and write a teaching curriculum and various programs

  • Web site content writer: research, write, edit and desktop publish content and articles focusing on SEO

  • Use social media and event manage project; for example, organising pole dance shows, performances, charity events and competitions. Developing marketing plans ie. writing press releases, newspaper and web based advertising copy and completing market research. Networking for sponsors and hosting events

  • Office administration and financial management: including BAS, accounts payable and receivable, book keeping using MYOB, manage reception—staff roster, client bookings, database maintenance including mail and email merging

Contracts and Lease Administration Manager Jan10-Jun10

HR Administration Manager

HealthCare Villages Australia Ltd

KELETE Recruitment Consulting



  • Share register management and investor relation communications: writing and editing For example; I established and programmed an online internal share registry. Design and format templates ie. shareholder documents. Write investor and shareholder communication documents including newsletters and issuing share certificates. Initiated and programmed an end-to-end Excel program to manage shareholder investment details and records

  • Complete the administration of contracts (for building super clinics) and lease agreements including; drafting, writing, editing, formatting and publishing lease contracts and tender documents. Responsible for filing, tracking document changes and arranging contract signatures. Liaising and participating in contract negotiations, implementation and execution

  • Board and Executive Director administration including arranging meetings of the board and other director meetings. Perform executive officer duties for the board; meeting minutes, writing and editing documents, contracts and correspondence, diary and travel management

  • Office management including; implement and maintain filing systems, procurement of supplies and database management. Liaise with key stakeholders and investors

  • Financial management: including BAS, accounts payable and receivable using MYOB, book keeping. Administer the annual audit and liaise with external auditors

  • Corporate governance and technical writing documents; ensuring compliance with ASIC licence and undertaking company audit

  • Responsible for maintaining the web site including to write, edit and maximise SEO Business development including event management, copywriting communications and press releases

  • Human resource administration for the company owned ‘KELETE’ recruitment business. Assisted in reference checking, interview short listed candidates, writing job advertisements, and uploading and downloading from 'Seek'. Event management for business development, for example I initiated and managed a client ‘breakfast series’ with key speakers in relevant HR topics ie. industrial law changes. This included writing marketing communications, arranging print proofs, creating and implementing a project plan

Chief Operations Officer

CGI Glass Lewis Pty Ltd Sydney

Manage the day-to-day operations of an international corporate governance organisation with up to twenty staff. The focus of this business is to research, write, edit and publish corporate governance proxy voting papers for ASX and NZSX listed entities for international institutional and corporate clients. Clients include Macquarie Bank, HESTA Super, VicSuper, Barclays Bank, First State Super, CBA, Colonial First State, AMP...


  • Create, research, write, edit and publish sustainability investment reviews and ratings papers for an international client base of corporate and institutional investors

  • Manage a team of corporate governance research analysts, administration and IT staff; of up to twenty staff (including contract seasonal analysts)

  • Manage human resource functions of the Australian business including; recruitment, payroll, remuneration, training and development, termination procedures, employment contracts and budgets

  • Review, negotiate, draft and publish tender documents and client contracts

  • Manage the business; including financial management, debtors and creditors

  • Business development and client account management

  • Event management for business development

  • Board appointed executive director of CGI Glass Lewis

Administration Manager Nov08–Mar09


Nautilus Marine Insurance


  • Data entry and presentation of monthly budgets and management reports using Excel

  • Financial management: including BAS, accounts payable and receivable, book keeping

  • Manage compliance documentation and requirements of the ASIC licence

  • Assist in the editing and publishing of product disclosure documents

  • Website content management: writing and editing

  • Writing and editing insurance quotes and polices


Assistant Manager Dec07–Nov08

RM Williams Melbourne Central



  • Manage store sales and prepare budget and all store reporting

  • Recruit casual staff

  • Manage human relations development, training, payroll support and planning stocktaking and store merchandising

  • Store marketing, promotions and communications

Financial Services Dealers Licensing Analyst Jan07–Dec07

Australian Securities and Investments Commission

To research, write and edit documented reports based on licensing style guide and issue ASIC financial services licenses under the Australian Financial Services Licensing (AFSRA).


  • Research and write recommendations and terms for organisations to hold and operate under an ASIC licence

  • Conduct assessments and review proposals of various entities’ licensing requirements under the AFSRA. Assess financial service providers’ requirements according to the Corporations Act to conduct their financial services operations under the current AFSRA

  • Develop compliance and risk management projects as required under ASIC requirements

  • Organisations managed include; banks, superannuation funds, investment managers, online investment products and services, international investment services, CDOs, Futures trading organisations and managed investment products ie. property trusts

Masters of Business Administration Jul05-Jan07

Southern Cross University NSW

Full time student―completed

The human resources unit lecturer requested to publish my final human relations ‘minor’ thesis for use in the human relations unit content and curriculum.

Manager Sustainability Investments Feb04–Aug05

VicSuper Pty Ltd


The focus of this contract was to establish the corporate governance unit with the investment department. This included to research, write and edit board reports: comprising investment research, investment analysis with a focus on sustainable investment frameworks, corporate governance and sustainability. Sustainable investment asset management of fund’s AUD$2.5 billion investment portfolio with a weekly funds inflow of AUD$20 million.


  • Liaise with government and non-government key stakeholders

  • Research, write, edit and implement investment strategy, asset management and asset allocation with a focus on corporate governance and sustainability

  • Manage corporate governance and external fund manager accounts

  • Project management of investment portfolio initiatives ie. ACSI, ASX corporate governance guidelines and policies

  • Compliance and risk management technical documentation

  • Initiated an annual corporate governance and sustainable investment manager review process comprising analysis and recommendations for board approval

  • Prepare monthly board papers and presentation

  • Copywrite external publications

Investments and Corporate Governance Manager Feb02- Feb04

Hesta Super Fund


  • Investment and asset manager for AUD$4B with AUD$50 million weekly cash flow

  • Development of corporate governance policy and corporate governance audit process

  • Published articles in―The Financial Review, Super Review and Investor magazine (and various other industry media). Speaker at various industry forums and conferences

  • Representative of the Australian Council of Superannuation Investors (ACSI) and representative for ACSI on the ASX Corporate Governance Council’s remuneration committee. Writer and editor for the published council’s documents

  • Research, write, edit and present investment and corporate governance board papers

  • Liaise and manage investment consultants and fund managers

  • Preparation and presentation of investment review papers

  • Participate as a member of the Fund’s executive team

  • Contribute, copywrite and edit for external publications

  • Initiate an annual corporate governance and sustainable investment manager review process, comprising analysis and recommendations for board approval

  • Researched and implemented a five year investment management business plan

Director Financial Planning and Compliance Jun01-Feb02

The Ethical Investment Company of Australia (EICA)

Held own unrestricted ASIC dealers license


  • Establish and manage the firm’s national financial planning dealership including; to research, write and present business plans and strategies, open three national offices

  • Financial planning research, technical writer and editor of financial plans with an ‘unrestricted dealers’ licence

  • Account management—wholesale and retail clients

  • Compliance, corporate governance and risk management; including technical writing of procedures and policies

  • Research and technical writing of sustainable investment product list, financial planning software BGL

  • Business planning and development – including SMSF’s, expat, HNW, wholesale investors

  • Recruit and manage team of financial planners and para planners including human resources, organisational development

  • Marketing activities press releases, communications, radio and seminar presentations

  • Copywrite external publications and press releases

  • Member of the board as an executive director, prepare and present monthly papers

Product Manager Jul00–Jun01

Accompli Technologies formally Lonsdale Ltd

Head hunted to this position to build a third generation IT solution for the financial planning market place


  • Product manage financial planning software Llink and NetLinkproject management for product development

  • Participate in strategic business direction with executive team. Manage team of business analysts, technical writers and testers

  • Consulted to OCBC Bank and Insurance Malaysia in Singapore to sell products, and after completion of the sale to implement and train users

  • Technical writer and BA functions for financial planning software

  • Compliance and risk management documentation

  • Sold the business to Investor Web

Investment and Strategy Analyst

Project Manager Jan99–Jul00

AXA Australia Pty Ltd


  • Project manage; and research, write, edit and publish documents (including technical documents) for use in AXA’s three financial planning distribution networks. Areas include; tax, social security, SMSFs, allocated pensions, annuities and investing

  • Research and write reviews for international and Australian investment products for publication on ‘AXA Australia’s Recommended Investment Product List,’ used by financial planners.

  • Project manage an end-to-end IT plaform for the three distribution channels including the review and recommendation of financial planning and insurance software

  • Complete investment analysis, compliance and risk management recommendations and written review documentation

  • Seconded to work on various financial planning related projects within various AXA departments

  • Research and write AXA Australia’s investment strategy paper

Financial Planner Jan97–99



Unrestricted Dealers Licence


  • Unrestricted license holder providing financial planning services for medium to high net worth clients in the areas of; SMSF, retirement planning, estate planning, insurance and wealth accumulation

  • Compliance and risk management

  • Research, write and edit financial plans

  • Write marketing presentations for conferences and seminars

  • Para planning—research and write technical financial plans and letters to clients

  • CRM system use

Key Account Representative Jan94-Jan97

Coca Cola Amatil

  • Area manager for route sales in Victoria

  • Manage South East Asia marketing program

  • Completed CCA sales and marketing program


  • School holiday program co-coordinator and leader; Leggets South Yarra

  • Articles published in; Financial Review, Super Review, ASX, APRA and IFSA. Research and write articles for general and professional use

  • Gym and fitness instructor, personal trainer, yoga and vertical dance instructor

  • Write training programs and group fitness classes for various organisations within Melbourne

  • Volunteer in child disability services; assist a family to look after their disabled child

  • Fifteen years in retail sales and management for family owned and operated business

Personal Details

Lisa Fazio

Phone 0427545407


8 Exley Rd



Amanda Miller M 0417922800

Advanced Instructor

Playhouse Polesport

Kerry Turner and or Joanne Antman

Ph (02) 9299 9266

CGI Glass Lewis Practice Managers