LISA ANN WATZEK
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Southern Queensland
1997 - Bachelor of Commerce (Second Class Honours, Division A) - Bachelor Honours Degree (AQF 8) - University of Southern Queensland
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
2003 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
🏢 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.