Financial Adviser
· SHEPPARTON, VIC
Lisa Maree Mcpherson
No disciplinary history on record with ASIC
SHEPPARTON,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249172
About Lisa Maree Mcpherson
Lisa Maree Mcpherson is a financial adviser based in Shepparton, Victoria, with 27 years of experience in the financial services industry since 1999. Lisa is currently authorised under Fortnum Advice. Lisa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lisa's qualifications include a Master of Financial Planning from University of Sunshine Coast. 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
2000
8 unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2005
Self Managed Super Funds
Tribeca
2007
Master of Financial Planning
University of Sunshine Coast
2011
Margin Lending & Geared Investments
Kaplan Higher Education Pty Limited
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on Securities
Source: ASIC Financial Advisers Register