Financial Adviser
· MELBOURNE, VIC
Lisa-anne Han
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000423160
Lisa-anne Han is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry. Lisa-anne is currently authorised under Apt Wealth Partners Pty Ltd. Lisa-anne 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 Certified Financial Planner from Financial Planning Association of Australia. Lisa-anne is a member of Financial Advice Association of 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
1994
Associate Diploma of Business (Acct)
Swinburne University of Technology
1999
Bachelor of Business (Banking and Finance)
Victoria University of Technology
2006
Master of Financial Planning
RMIT University
2016
Certified Financial Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register