Financial Adviser
· WAYVILLE, SA
Alisa Michelle Burns
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003407
Alisa Michelle Burns is a financial adviser based in Wayville, South Australia, with 19 years of experience in the financial services industry. Alisa is currently authorised under Paragem Pty Limited. Alisa 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 5 Unit CFP Certification Program from Financial Advice Association 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
2006
Bachelor of Business (International Business)
University of South Australia
2006
Bachelor of Commerce
University of South Australia
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2013
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
5 Unit CFP Certification Program
Financial Advice Association Australia (FAAA)
Registration History
MERITUM FINANCIAL GROUP PTY LTD
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register