Financial Adviser
· SYDNEY, NSW
Lisette Anne Walsh
No disciplinary history on record with ASIC
SYDNEY,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000290055
About Lisette Anne Walsh
Lisette Anne Walsh is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry since 2005. Lisette is currently authorised under Imfg. Lisette holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lisette's qualifications include a CERTIFIED FINANCIAL PLANNER from FPA. Lisette 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
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma Financial Services (Financial Planning) FNS50802
MLC ThreeSixty
2007
Advanced Diploma Financial Services (Financial Planning) FNS60404
MLC ThreeSixty
2011
CERTIFIED FINANCIAL PLANNER
FPA
2011
RG146 Margin Lending
MLC ThreeSixty
2021
Ethics and Professionalism in Advice
Ethics - Kaplan Professional
Registration History
APOGEE FINANCIAL PLANNING PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register