Financial Adviser
· SYDNEY, NSW
Lisa Cave
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253130
Lisa Cave is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Lisa is currently authorised under Mufg Retire360 Pty 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
FNS50611 Diploma of Financial Planning
International Institute of Technology
2016
Advanced Diploma of Financial Planning FNS60415
Mentor Education
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
A.C.N. 603 037 510 PTY LTD
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register