Lisa-Anne Han
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000423160
- Location
- Melbourne VIC 3000
- Licensee
- Apt Wealth Partners Pty Ltd (AFSL 436121)
- Authorised since
- 7 July 2016
- First provided advice
- 2012
- Qualifications
- Associate Diploma of Business (Acct), Swinburne University of Technology (1994); Bachelor of Business (Banking and Finance), Victoria University of Technology (1999); Master of Financial Planning, RMIT University (2006); Certified Financial Planner, Financial Planning Association of Australia (2016); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Lisa-Anne Han
Lisa-Anne Han is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000423160).
The licensee Lisa-Anne advises under is Apt Wealth Partners Pty Ltd (AFS licence 436121). The current authorisation started on 7 July 2016.
According to the register, Lisa-Anne first provided financial advice in 2012. Qualifications and training on file include Associate Diploma of Business (Acct) (Swinburne University of Technology, 1994), Bachelor of Business (Banking and Finance) (Victoria University of Technology, 1999) and Master of Financial Planning (RMIT University, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Lisa-Anne is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lisa-Anne Han a registered financial adviser?
Yes. Lisa-Anne Han is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000423160.
Which licensee does Lisa-Anne Han work under?
Apt Wealth Partners Pty Ltd, Australian financial services licence 436121.
What can Lisa-Anne Han 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; standard margin lending.