LISA PAPACHRISTOFOROS

Financial Adviser Β· Essendon, VIC

Registered

Registration Number

001247043

Registration Status

Registered

Location

Essendon, VIC 3040

Providing Advice Since

2016

Registration Date

21/09/2022

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

πŸ“š Qualifications & Training

2003 - Bachelor of Business (Accountancy) with Distinction - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2003 - Bachelor of Business (Financial Planning) with Distinction - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2010 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Institute of Chartered Accountants in Australia
2010 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy
2025 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education

🏒 Professional Memberships

CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
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.