Financial Adviser · SHEPPARTON, VIC

Lisa Maree Mcpherson

SHEPPARTON, VIC

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000249172

Currently at

Fortnum Private Wealth

Sydney, NSW (firm address)

View firm profile

About Lisa Maree Mcpherson

Lisa Maree Mcpherson is a financial adviser based in Shepparton, Victoria, with 27 years of experience in the financial services industry since 1999. Lisa is currently authorised under Fortnum Private Wealth. 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 Sunshine Coast. Lisa is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

2000

Diploma of Financial Planning

Financial Planning Assocation of Australia

2005

Self Managed Super Funds

Kaplan

2007

Master of Financial Planning

University of Sunshine Coast

2011

Margin Lending & Geared Investments

Kaplan

2020

FPC002B

Bridging Course - Ethics - Kaplan Higher Education

Registration History

Fortnum Private Wealth Ltd

Sep 2019 - Present Current

Financial Wisdom Limited

Dec 2009 - Sep 2019 Ceased

Not authorised to provide personal advice on Securities

Source: ASIC Financial Advisers Register