Financial Adviser
· MELBOURNE, VIC
Lauren Isles
No disciplinary history on record with ASIC
MELBOURNE,
VIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000461247
About Lauren Isles
Lauren Isles is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry since 2012. Lauren is currently authorised under Wattle Partners. Lauren holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lauren's qualifications include a Master of Financial Planning from Griffith University. Lauren is a member of SMSF Association.
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
2019
7159AFE/7823GBS/7823AFE Principles of Business & Corp Law
Regulation & Legal Obligations - Griffith University
2019
Graduate Certificate in Financial Planning
Griffith University
2020
7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt
Behavioural Finance - Griffith University
2020
7269AFE/7815AFE Ethics and Professionalism
Ethics - Griffith University
2021
Master of Financial Planning
Griffith University
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
AFFINIA FINANCIAL ADVISERS PTY LTD
Not Authorised in SMSF
Source: ASIC Financial Advisers Register