Financial Adviser · BROADMEADOW, NSW

Lissa Anne Laffan

BROADMEADOW, NSW

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000329022

Currently at

Industry Fund Services Limited

Melbourne, VIC (firm address)

View firm profile

Lissa Anne Laffan is a financial adviser based in Broadmeadow, New South Wales, with 18 years of experience in the financial services industry since 2008. Lissa is currently authorised under Industry Fund Services Limited, operating through Industry Fund Services. Lissa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lissa's qualifications include a Master of Financial Planning from Griffith University. Lissa is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: excluding self-managed super funds

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Kaplan

2013

Advanced Diploma of Financial Planning

Kaplan

2018

Graduate Certificate in Financial Planning

Griffith University

2022

Master of Financial Planning

Griffith University

Registration History

Industry Fund Services Limited

Oct 2022 - Present Current

excluding self-managed super funds

LGSS PTY LIMITED

Jul 2018 - Feb 2025 Ceased

Authorised to provide personal financial product advice to retail clients on (1) Deposit and payment products - basic deposit; AND (2) General Insurance products.

LGSS PTY LIMITED

Mar 2015 - Jun 2023 Ceased

Authorised to provide personal financial product advice to retail clients on (1) Deposit and payment products - basic deposit; AND (2) General Insurance products.

FUTUREPLUS FINANCIAL SERVICES PTY LIMITED

Aug 2008 - Mar 2011 Ceased

Source: ASIC Financial Advisers Register