Financial Adviser
· MALVERN, VIC
Lisa Morgan
No disciplinary history on record with ASIC
MALVERN,
VIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259426
About Lisa Morgan
Lisa Morgan is a financial adviser based in Malvern, Victoria, with 10 years of experience in the financial services industry since 2016. Lisa is currently authorised under Maddern SMSF. Lisa holds authorisations to advise on smsf, as well as tax financial advice services (TFAS). Lisa's qualifications include a Bachelor of Economics from La Trobe University. Lisa is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
SMSF
Authorised to provide tax financial advice services
Qualifications and Training
1981
Bachelor of Economics
La Trobe University
2009
Advanced Diploma of Financial Services
Kaplan
2010
Fellow Chartered Financial Practioner
Asia Pacific Financial Services Association
2016
Self Managed Superannuation Fund Course
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
FASEA
FASEA
2024
SMSF Specialist Adviser
SMSF Association