Financial Adviser
· MORNINGTON, VIC
Lisa Monique Werner
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272511
Lisa Monique Werner is a financial adviser based in Mornington, Victoria, with 8 years of experience in the financial services industry. Lisa is currently authorised under Mpfs Private Wealth 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 Administration from Macquarie 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
2003
Bachelor of Business Administration
Macquarie University
2008
Diploma of Financial Services
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
Lisa Werner is limited to providing general advice only and any personal advice must be given under the guidance and supervision of a senior financial planner. Lisa Werner is not authorised to provide advice in Self Managed Superannuation Funds.
Source: ASIC Financial Advisers Register