LISETTE ANNE WALSH
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2005 - Diploma Financial Services (Financial Planning) FNS50802 - Diploma (AQF 5) - MLC ThreeSixty
2007 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty
2011 - CERTIFIED FINANCIAL PLANNER - Professional Designations - FPA
2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2021 - Ethics and Professionalism in Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.