Financial Adviser
· COROWA, NSW
Lisa Maree Steel
No disciplinary history on record with ASIC
COROWA,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242960
About Lisa Maree Steel
Lisa Maree Steel is a financial adviser based in Corowa, New South Wales, with 24 years of experience in the financial services industry since 2002. Lisa is currently authorised under Godfrey Pembroke Group. Lisa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lisa's qualifications include a Master of Financial Planning from University of the Sunshine Coast. Lisa 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
Authorised to provide tax financial advice services
Qualifications and Training
2003
Advanced Diploma of Financial Services (Financial Planning)
ThreeSixty
2006
Master of Financial Planning
University of the Sunshine Coast
2016
SMSF Specialist Advisor
SMSF Association
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register