Data sourced from ASIC Financial Advisers Register
Financial Adviser · ORANGE, NSW

Lisa Bouffler

13 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000445642

Lisa Bouffler is a financial adviser based in Orange, New South Wales, with 13 years of experience in the financial services industry. Lisa is currently authorised under Charter Financial Planning Limited. Lisa 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Certificate IV Financial Services (Finance/Mortgage Broking)
Intellitrain Pty Ltd
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
Intellitrain Pty Ltd
2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Master of Financial Planning
Kaplan Higher Education Pty Limited
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2023
Commercial Law
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
May 2024 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Gps Wealth Ltd
Jun 2023 - Apr 2024 Ceased
Charter Financial Planning Limited
Sep 2013 - Apr 2016 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register