Financial Adviser
· WAVERTON, NSW
Lisa Jane Faddy
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000288362
Lisa Jane Faddy is a financial adviser based in Waverton, New South Wales, with 23 years of experience in the financial services industry. Lisa is currently authorised under Majella Wealth Advisers 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 Certified Financial Planner from Financial Planning Association. Lisa is a member of Boutique Financial Planning Principals Association Inc. and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
BComm/LLB
UNSW
1996
Graduate Diploma of Applied Finance
Securities Institute of Australia
2001
MBA Executive
AGSM
2002
Certified Financial Planner
Financial Planning Association