Financial Adviser
· BRISBANE, QLD
Lisa Maree Schultz
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258561
Lisa Maree Schultz is a financial adviser based in Brisbane, Queensland, with 9 years of experience in the financial services industry. Lisa is currently authorised under Art Financial Advice Pty Ltd. Lisa holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
QINVEST LIMITED
ADVISER NETWORK PTY LTD
Source: ASIC Financial Advisers Register