LISA MAREE NEWNHAM
Financial Adviser · Corowa, NSW
📚 Qualifications & Training
1995 - Bachelor of Arts - - University of Sydney
2018 - FNS10 Financial Services Training Package - Tier 1 Level under the ASIC RG146 - - Terra Cordis
2019 - Master of Professional Accounting - Masters Degree (AQF 9) - Charles Sturt University
2021 - FIN564 Superannuation and Retirement Planning - Other - Charles Sturt University
2024 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Ltd
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
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.