Financial Adviser
· COROWA, NSW
Lisa Maree Newnham
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272316
Lisa Maree Newnham is a financial adviser based in Corowa, New South Wales, with 8 years of experience in the financial services industry. Lisa is currently authorised under Kilara Financial Solutions Pty Ltd. Lisa holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Master of Professional Accounting from Charles Sturt University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Arts
University of Sydney
2018
FNS10 Financial Services Training Package
- Terra Cordis
2019
Master of Professional Accounting
Charles Sturt University
2021
FIN564 Superannuation and Retirement Planning
Charles Sturt University
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Ltd
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register