LISA MORGAN
Financial Adviser · Malvern, VIC
📚 Qualifications & Training
1981 - Bachelor of Economics - Bachelor Degree (AQF 7) - La Trobe University
2009 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan
2010 - Fellow Chartered Financial Practioner - Professional Designations - Asia Pacific Financial Services Association
2016 - Self Managed Superannuation Fund Course - Professional Designations - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - FASEA - Other - FASEA
2024 - SMSF Specialist Adviser - Professional Designations - SMSF Association
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.