Lisa Wilson

Questioner
DISC Type : c

Head of Planning & Controlling AU/NZ at Allianz Partners Australia

Australia

Overview

Lisa is the Head of Planning & Controlling for Australia and New Zealand at Allianz Partners. As a CPA and CIMA qualified professional, she has a strong background in cost controlling, sales forecasting, and financial modeling, demonstrating a clear progression into leadership within the company.

She is a dedicated continuous learner, recently completing several courses focused on artificial intelligence, critical thinking, and effective decision-making. Lisa is inspired by forward-thinking concepts like digital leadership, advocacy, and the importance of storytelling in business.

Lisa is actively exploring the intersection of finance and creativity, taking courses on how to use AI to boost creative potential.

Personality Overview

Systematic

Price-Sensitive

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

Topics They Care About

AI in Business
Recently completed multiple courses and certifications on using generative AI for critical thinking, ethics, and boosting creative potential.
Financial Planning
[Predicted] Her role as Head of Planning & Controlling AU/NZ centers on strategic financial management and forecasting for the region.
Effective Decision-Making
Showed a direct interest in this topic by recently completing a course on improving judgment for better decision-making.

Media Appearances

Lisa has no verified media appearances

Work History

3-2024
Head of Planning & Controlling AU/NZ at Allianz Partners Australia
1-2017 - 4-2024
Manager-Cost Controlling at Allianz Partners Australia
6-2015 - 1-2017
Senior Commercial Accountant at Allianz Partners Australia
12-2010 - 8-2014
Assistant Finance Business Partner at Essex County Council
7-2007 - 11-2010
Service Accountant at Essex County Council

Education

2016 - 2016
CPA from CPA Australia
2007 - 2011
CIMA from Home Study

More Information

Social Presence :

Prographics :

Exp : 28 Location : Australia Job Level : Mid-senior Designation : Head of Planning & Controlling AU/NZ at Allianz Partners Australia
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Lisa

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Lisa take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Lisa

Personality Compatibility


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