LISA MAREE KIRK
Financial Adviser · Varsity Lakes, QLD
📚 Qualifications & Training
2005 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University
2011 - Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2012 - Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2018 - CFP-Certified Financial Planner - Graduate Diploma (AQF 8) - Financial Planner Association
2019 - Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
🏢 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.