Financial Adviser
· BRISBANE CITY, QLD
Lisa Maree Tait
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000346048
Lisa Maree Tait is a financial adviser based in Brisbane City, Queensland, with 19 years of experience in the financial services industry. Lisa is currently authorised under Profinancial 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 Bachelor of Business (Management) from Queensland University of Technology. Lisa is a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).
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
1999
Bachelor of Business (Management)
Queensland University of Technology
1999
Graduate Certificate in Professional Accounting
The University of Southern Queensland
2007
Diploma of Financial Services FNB50199
Dover Financial Training Pty Ltd
Registration History
Advice in Securities - Limited to Model Portfolios
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register