LISA FITZGERALD
Financial Adviser · Balwyn East, VIC
📚 Qualifications & Training
1993 - Bachelor of Arts - Bachelor Degree (AQF 7) - University of Melbourne
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2013 - AMP & ICFS Specialist SMSF Course - Other - University of Adelaide
2018 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA)
2019 - Accredited Aged Care Professional - Other - Aged Care Steps
2021 - 7159AFE Principles of Business and Corporate Law - Bridging Course - Regulation & Legal Obligations - Griffith University
2021 - 7246AFE Behavioural Finance and Wealth Management - Bridging Course - Behavioural Finance - Griffith University
2021 - 7269AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University
2022 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
🏢 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.