LISA MORAN
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2000 - Bachelor of International Business - Bachelor Degree (AQF 7) - Flinders University
2004 - Diploma of Financial Services - - Tribeca
2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2014 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Mentor Education Australia
2015 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Education Pty Limited
2024 - Accredited Behavioural Finance Professional - Professional Designations - Kaplan Education Pty Limited
2024 - Chartered Retirement Planning Counsellor - Professional Designations - Kaplan Education Pty Limited
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.