LISA JANE FADDY
Financial Adviser · Waverton, NSW
📚 Qualifications & Training
1993 - BComm/LLB - - UNSW
1996 - Graduate Diploma of Applied Finance - - Securities Institute of Australia
2001 - MBA Executive - - AGSM
2002 - Certified Financial Planner - - Financial Planning Association
🏢 Professional Memberships
Boutique Financial Planning Principals Association Inc.
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.