LISA-ANNE HAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1994 - Associate Diploma of Business (Acct) - Advanced Diploma (AQF 6) - Swinburne University of Technology
1999 - Bachelor of Business (Banking and Finance) - - Victoria University of Technology
2006 - Master of Financial Planning - Masters Degree (AQF 9) - RMIT University
2016 - Certified Financial Planner - - Financial Planning Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.