Founder and director of Gerraty White Group and CarbundleIt, Lisa Marsh has a wealth of knowledge and expertise across consumer and commercial lending. Lisa is tertiary qualified in finance and mortgage broking, and has over 15 years’ experience in leasing nationally and internationally. Valued for her significant salary packaging expertise, Lisa was invited in 2015 to join the board for Australian Salary Packaging Industry Association (ASPIA), the industry body representing outsourced salary packaging and novated leasing providers across Australia.
Holding senior positions at FleetPartners (Eclipx Group Limited), Maxxia (Macmillan Shakespeare), RACV and Yamaha, Lisa has worked across a number of ASX200 listed companies for fleet optimisation, saving them considerable time, budget and resources through equipment finance, operating and novated leasing. This experience includes implementing products into the Big Four banks nationally, with tremendous outcomes such as spearheading the introduction of a national ‘spot and refer’ program into one of these banks. This program included training across the business banking sector, upskilling 2,500 business bankers to refer operating and novated lease opportunities into the bank’s dedicated team of specialists within FleetPartners. Lisa went on to lead the introduction of FleetPartners’ novated leasing into one of the Big Four bank’s employee benefits program,spanning some 27,000 employees.
Lisa has unmatched experience in negotiating large volume discounts for big business clients and saw a gap in the market for delivering the same outcomes for small and medium enterprises. Through a strategic and innovative approach, as well as strong sector relationships, Lisa is able to deliver significant results for her clients. Whether you are representing an organisation looking to significantly improve your bottom line and demonstrate value to employees through vehicle management, or an individual wanting to turn your tax to your advantage, Lisa will find a solution that works best for you.
Outside work commitments, Lisa enjoys giving back to the community and is the Deputy Chair of Latitude: Directions for Young People, a not-for-profit supporting homeless young people in Melbourne’s west.
Joining Lisa Marsh in leading Gerraty White Group and CarbundleIt, is Amy Gerraty, whose role will be to support the governance and compliance framework.
Amy holds a double degree from Melbourne University in commerce (majoring in finance) and laws.
Amy is the Chair of Latitude: Directions for Young People, a not-for-profit organisation supporting homeless young people in Melbourne’s west.