Financial Adviser · ADELAIDE, SA

Lisa Moran

20 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001008477

Lisa Moran is a financial adviser based in Adelaide, South Australia, with 20 years of experience in the financial services industry. Lisa is currently authorised under H.e.s.t. Australia Ltd.. Lisa holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of International Business from Flinders University. Lisa is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Authorised to provide personal financial product advice to retail clients on: HESTA Products

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of International Business

Flinders University

2004

Diploma of Financial Services

Tribeca

2011

Margin Lending and Geared Investments

Kaplan Education Pty Limited

2014

Advanced Diploma of Financial Services

Mentor Education Australia

2015

Self Managed Superannuation Funds

Kaplan Education Pty Limited

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2021

Graduate Diploma of Financial Planning

Kaplan Education Pty Limited

2024

Accredited Behavioural Finance Professional

Kaplan Education Pty Limited

2024

Chartered Retirement Planning Counsellor

Kaplan Education Pty Limited

Registration History

H.e.s.t. Australia Ltd.

Oct 2018 - Present Current

Authorised to provide personal financial product advice to retail clients on: HESTA Products

Australia And New Zealand Banking Group Limited

Jan 2013 - Sep 2018 Ceased

Restrictions to apply are: Securities- Class of product only Government Debentures or Stocks or Bonds: Class of product

Source: ASIC Financial Advisers Register