Financial Adviser · SHEPPARTON, VIC

Lisa Maree Mcpherson

27 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000249172

Lisa Maree Mcpherson is a financial adviser based in Shepparton, Victoria, with 27 years of experience in the financial services industry. Lisa is currently authorised under Fortnum Private Wealth 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 Master of Financial Planning from University of Sunshine Coast. Lisa is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

2000

Diploma of Financial Planning

Financial Planning Assocation of Australia

2005

Self Managed Super Funds

Kaplan

2007

Master of Financial Planning

University of Sunshine Coast

2011

Margin Lending & Geared Investments

Kaplan

2020

FPC002B

Bridging Course - Ethics - Kaplan Higher Education

Registration History

Fortnum Private Wealth Ltd

Sep 2019 - Present Current

Financial Wisdom Limited

Dec 2009 - Sep 2019 Ceased

Not authorised to provide personal advice on Securities

Source: ASIC Financial Advisers Register