LISA MAREE NOBLE
Financial Adviser ยท Menai, NSW
๐ Qualifications & Training
2016 - Diploma of Financial Planning (FNS50615) - - Kaplan Professional
2016 - Superannuation and Retirement Planning - - Kaplan Professional
2017 - DFP5v2 Tax for Financial Advising - - Kaplan Professional
2017 - Securities and Managed Investments - - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2024 - Aged Care Specialist - Professional Designations - FAAA
2025 - Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan Professional
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.