Financial Adviser · MELBOURNE, VIC

Lisa Sureda

MELBOURNE, VIC

Tax advice
authorised

ASIC Registered · ADV 001323474

Currently at

Mbs Advice Licence

North Sydney, NSW (firm address)

View firm profile

About Lisa Sureda

Lisa Sureda is a financial adviser based in Melbourne, Victoria. Lisa is currently authorised under Mbs Advice Licence. Lisa holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Lisa holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance

Authorised to provide tax financial advice services

Qualifications and Training

2026

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Mbs Advice Licence Pty Ltd

Sep 2026 - Present Current

Source: ASIC Financial Advisers Register