LISA VOYSEY

Financial Adviser ยท Acacia Ridge, QLD

Registered

Registration Number

001272387

Registration Status

Registered

Location

Acacia Ridge, QLD 4110

Providing Advice Since

2018

Registration Date

20/12/2018

Financial Services Licensee

SHARTRU WEALTH MANAGEMENT PTY LTD

Licence #000422409

ABN (Australian Business Number)

56273990185

๐Ÿ“š Qualifications & Training

2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA
2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2022 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - 2022
2025 - Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional

๐Ÿข Professional Memberships

Women in Super

โ„น๏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.