Financial Adviser
· MELBOURNE, VIC
Lisa Jane Taylor
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232248
Lisa Jane Taylor is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry. Lisa is currently authorised under Partners Wealth Group Financial Advice 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 (Finance) from Deakin University.
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
1993
Bachelor of Business (Finance)
Deakin University
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2005
Diploma of Financial Services (Financial Planning)
Tribeca
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
RV WEALTH PTY LTD
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register