Financial Adviser
· SURREY HILLS, VIC
Lisa Fitzgerald
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318035
Lisa Fitzgerald is a financial adviser based in Surrey Hills, Victoria, with 31 years of experience in the financial services industry. Lisa is currently authorised under Count Financial Limited. 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 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). 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
1993
Bachelor of Arts
University of Melbourne
2007
Diploma of Financial Services (Financial Planning)
Mentor Education
2008
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education
2010
Margin Lending and Geared Investments
Kaplan Professional
2013
AMP & ICFS Specialist SMSF Course
University of Adelaide
2018
5 Unit CFP Certification Program
Financial Planning Association of Australia (FPA)
2019
Accredited Aged Care Professional
Aged Care Steps
2021
7159AFE Principles of Business and Corporate Law
Regulation & Legal Obligations - Griffith University
2021
7246AFE Behavioural Finance and Wealth Management
Behavioural Finance - Griffith University
2021
7269AFE Ethics and Professionalism
Ethics - Griffith University
2022
Graduate Certificate in Financial Planning
Griffith University
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SIRISTON GROUP LTD
Source: ASIC Financial Advisers Register