LISA MAREE FOWLER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1999 - Bachelor of Commerce (Management, Banking & Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
2020 - Ethics & Professionalism - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
SMSF Association
The Tax Institute
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.