Financial Adviser · MELBOURNE, VIC

Lisa Ciancio

MELBOURNE, VIC

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001312250

Currently at

The Trustee For Ewig Investments Trust

Melbourne, VIC (firm address)

View firm profile

About Lisa Ciancio

Lisa Ciancio is a financial adviser based in Melbourne, Victoria, with 1 year of experience in the financial services industry since 2025. Lisa is currently authorised under Truwealth Group, operating through The Trustee For Ewig Investments Trust. Lisa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lisa's qualifications include a CFP Certification from Financial Planning Association of Australia Limited. Lisa 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

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Business (Financial Planning)

RMIT

2006

CFP Certification

Financial Planning Association of Australia Limited

2023

Master of Financial Planning

Swinburne University of Technology

Registration History

Truwealth Group Pty Ltd

Sep 2026 - Present Current

Cpw Advisory Pty Ltd

Nov 2024 - Jun 2026 Ceased

Source: ASIC Financial Advisers Register