Financial Adviser · ESSENDON, VIC

Lisa Papachristoforos

10 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001247043

Lisa Papachristoforos is a financial adviser based in Essendon, Victoria, with 10 years of experience in the financial services industry. Lisa is currently authorised under Alliance Wealth 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 (Accountancy) with Distinction from Royal Melbourne Institute of Technology. Lisa is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Business (Accountancy) with Distinction

Royal Melbourne Institute of Technology

2003

Bachelor of Business (Financial Planning) with Distinction

Royal Melbourne Institute of Technology

2010

Graduate Diploma of Chartered Accounting

Institute of Chartered Accountants in Australia

2010

SMSF Specialist Advisor

SMSF Association

2013

Diploma of Financial Planning

Pinnacle Financial Services Academy

2025

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Jul 2024 - Present Current

Capstone Financial Planning Pty Ltd

Sep 2022 - Jul 2024 Ceased

HUGHES O'DEA CORREDIG PTY LTD

Dec 2018 - Sep 2022 Ceased

Morrows Private Wealth Pty. Ltd.

Jul 2016 - Nov 2018 Ceased

Source: ASIC Financial Advisers Register