Financial Adviser
· FREMANTLE, WA
Lisa Gavranich
No disciplinary history on record with ASIC
FREMANTLE,
WA
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231722
About Lisa Gavranich
Lisa Gavranich is a financial adviser based in Fremantle, Western Australia, with 29 years of experience in the financial services industry since 1997. Lisa is currently authorised under Capstone Financial Planning, operating through Cherry Tree Financial Planning. 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 from Financial Planning Association of Australia. 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
1995
Bachelor of Business (major in Economics)
Edith Cowan University
2001
Diploma of Financial Planning
Financial Planning Association of Australia
2003
Certified Financial Planner
Financial Planning Association of Australia
2012
Self Managed Super Funds
Mentor Education
2019
Ethics and Professionlism in Financial Advice
Ethics - Kaplan Professional