Lisa Ann Watzek
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000265136
- Location
- Brisbane City QLD 4000
- Licensee
- Picture Wealth Advisory Pty Ltd (AFSL 530789)
- Authorised since
- 23 September 2024
- First provided advice
- 1999
- Qualifications
- Bachelor of Commerce, University of Southern Queensland (1996); Bachelor of Commerce (Second Class Honours, Division A), University of Southern Queensland (1997); Diploma of Financial Planning, Financial Planning Association of Australia Limited (2002); Certified Financial Planner, Financial Planning Association of Australia Limited (2003)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.
- Tax (financial) advice
- Yes
- Register status
- Current
About Lisa Ann Watzek
Lisa Ann Watzek is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane City, Queensland (adviser number 000265136).
Lisa provides advice as an authorised representative of Picture Wealth Advisory Pty Ltd, which holds Australian financial services licence 530789. That authorisation dates from 23 September 2024.
According to the register, Lisa first provided financial advice in 1999. Qualifications and training on file include Bachelor of Commerce (University of Southern Queensland, 1996), Bachelor of Commerce (Second Class Honours, Division A) (University of Southern Queensland, 1997) and Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.”
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Questions people ask
Is Lisa Ann Watzek a registered financial adviser?
Yes. Lisa Ann Watzek is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000265136.
Which licensee does Lisa Ann Watzek work under?
Picture Wealth Advisory Pty Ltd, Australian financial services licence 530789.
What can Lisa Ann Watzek give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility."