LISA GAVRANICH

Financial Adviser ยท Fremantle, WA

Registered

Registration Number

000231722

Registration Status

Registered

Location

Fremantle, WA 6160

Providing Advice Since

1997

Registration Date

19/10/2016

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

1995 - Bachelor of Business (major in Economics) - Bachelor Degree (AQF 7) - Edith Cowan University
2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
2003 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2012 - Self Managed Super Funds - Other - Mentor Education
2019 - Ethics and Professionlism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.