LISA JANE NILI
Financial Adviser · Goodwood, SA
📚 Qualifications & Training
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy
2021 - FPC006 Tax and Commercial Law for Financial Planning - Other - Kaplan Higher Education Pty Limited
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2024 - FPE020 SMSF Regulations and Taxation - Masters Degree (AQF 9) - Kaplan Professional
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2026 - TASACLv3 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.