Financial Adviser · BRISBANE CITY, QLD

Lisa Ann Watzek

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000265136

Lisa Ann Watzek is a financial adviser based in Brisbane City, Queensland, with 27 years of experience in the financial services industry. Lisa is currently authorised under Picture Wealth Advisory Pty Ltd. 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 of Australia Limited. Lisa is a member of 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

Restrictions: Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.

Authorised to provide tax financial advice services

Qualifications and Training

1996
Bachelor of Commerce
University of Southern Queensland
1997
Bachelor of Commerce (Second Class Honours, Division A)
University of Southern Queensland
2002
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2003
Certified Financial Planner
Financial Planning Association of Australia Limited

Registration History

Sep 2024 - Present Current
Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.
KNR INVESTMENTS PTY LTD
May 2024 - Sep 2024 Ceased
AAN WEALTH MANAGEMENT PTY LTD
Oct 2023 - Apr 2024 Ceased
Nov 2021 - Oct 2023 Ceased
Feb 2019 - Nov 2021 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Dec 2015 - Jan 2019 Ceased
Aug 2011 - May 2012 Ceased
GUARDIANFP PTY LIMITED
Mar 2009 - Aug 2011 Ceased
Jan 2007 - Mar 2009 Ceased
Feb 2004 - Jan 2007 Ceased
GUARDIANFP PTY LIMITED
Dec 2003 - Dec 2015 Ceased

Source: ASIC Financial Advisers Register