Financial Adviser
· SYDNEY, NSW
Lisa Maree Barber
No disciplinary history on record with ASIC
SYDNEY,
NSW
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247688
About Lisa Maree Barber
Lisa Maree Barber is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry since 2000. Lisa is currently authorised under Expert Wealth. Lisa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lisa's qualifications include a Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2020
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2022
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2022
Master of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register