Financial Adviser
· TWEED HEADS, NSW
Lisa Maree Kirk
No disciplinary history on record with ASIC
TWEED HEADS,
NSW
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004668
About Lisa Maree Kirk
Lisa Maree Kirk is a financial adviser based in Tweed Heads, New South Wales, with 14 years of experience in the financial services industry since 2012. Lisa is currently authorised under Clarity Success Freedom. 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 CFP-Certified Financial Planner from Financial Planner Association. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business
Griffith University
2011
Financial Services (Financial Planning)
Kaplan
2012
Financial Services (Financial Planning)
Kaplan
2018
CFP-Certified Financial Planner
Financial Planner Association
2019
Ethics and Professionalism in Financial Planning
Ethics - Kaplan