GREGORY JACK LISK
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1975 - Bachelor of Laws - Bachelor Degree (AQF 7) - University of Auckland,New Zealand
2002 - Grad Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute
2005 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Tribeca
2017 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.