LISA BOUFFLER
Financial Adviser · Orange, NSW
📚 Qualifications & Training
2011 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Intellitrain Pty Ltd
2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Intellitrain Pty Ltd
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2023 - Commercial Law - Other - Kaplan Higher Education Pty Limited
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.