Financial Adviser · BURSWOOD, WA

Lisa Smith

BURSWOOD, WA

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001252143

Currently at

Gallagher Benefits

Brisbane, QLD (firm address)

View firm profile

About Lisa Smith

Lisa Smith is a financial adviser based in Burswood, Western Australia, with 9 years of experience in the financial services industry since 2017. Lisa is currently authorised under Gallagher Benefit Services, operating through Gallagher Benefits. 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia Limited. 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

2006

Bachelor of Commerce

The University of Western Australia

2006

Bachelor of Laws

The University of Western Australia

2008

Graduate Diploma of Legal Practice

College of Law

2009

Master of Laws

Queensland University Technology

2016

Advanced Diploma of Financial Planning

Mentor Education

2022

FPC001B Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Limited

2026

Certified Financial Planner (CFP)

Financial Planning Association of Australia Limited

Registration History

Gallagher Benefit Services Pty Ltd

Jan 2025 - Present Current

Mont Partners Pty Ltd

May 2024 - Jan 2025 Ceased

Private Wealth Advisory Pty Ltd

Jun 2023 - Apr 2024 Ceased

Twd Licensee Services Pty Ltd

Apr 2023 - May 2023 Ceased

The Authorised Representatives is not authorised to provide advice on Self Managed Superannuation Funds.

Mont Partners Pty Ltd

Jul 2020 - Feb 2023 Ceased

GWM ADVISER SERVICES PTY LTD

Feb 2017 - Jul 2020 Ceased

Source: ASIC Financial Advisers Register