Financial Adviser
· BARTON, ACT
Alisa Maria Honeyman
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253514
Alisa Maria Honeyman is a financial adviser based in Barton, Australian Capital Territory, with 28 years of experience in the financial services industry. Alisa is currently authorised under Oreana Financial Services Pty Ltd. Alisa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Alisa is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce in Management Sciences
University of Canberra
1998
Certified Financial Planner
Financial Planning Association of Australia Limited
1998
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2016
Self Managed Superannuation Funds
Kaplan Higher Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd