Financial Adviser
· BURSWOOD, WA
Lisa Smith
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252143
Lisa Smith is a financial adviser based in Burswood, Western Australia, with 9 years of experience in the financial services industry. Lisa is currently authorised under Gallagher Benefit Services 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 Master of Laws from Queensland University Technology. 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
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce
The University of Western Australia
2006
Bachelor of Laws
The University of Western Australia
2008
Graduate Diploma of Legal Practice
College of Law
2009
Master of Laws
Queensland University Technology
2016
Advanced Diploma of Financial Planning
Mentor Education
2022
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
Registration History
The Authorised Representatives is not authorised to provide advice on Self Managed Superannuation Funds.
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register