LISA MAREE TAIT
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1999 - Bachelor of Business (Management) - Bachelor Honours Degree (AQF 8) - Queensland University of Technology
1999 - Graduate Certificate in Professional Accounting - Graduate Certificate (AQF 8) - The University of Southern Queensland
2007 - Diploma of Financial Services FNB50199 - - Dover Financial Training Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
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.