Financial Adviser
· SHEPPARTON, VIC
Lisa Ciancio
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001312250
Lisa Ciancio is a financial adviser based in Shepparton, Victoria, with 1 year of experience in the financial services industry. Lisa is currently authorised under Cpw Advisory 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 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
Margin Lending
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