Lisa Bouffler
Financial Adviser in Orange, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000445642
- Location
- Orange NSW 2800
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 13 May 2024
- First provided advice
- 2013
- Qualifications
- Certificate IV Financial Services (Finance/Mortgage Broking), Intellitrain Pty Ltd (2011); Diploma of Financial Services (Finance/Mortgage Broking Management), Intellitrain Pty Ltd (2012); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2013); Master of Financial Planning, Kaplan Higher Education Pty Limited (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022); Commercial Law, Kaplan Higher Education Pty Limited (2023)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Lisa Bouffler
Lisa Bouffler is a financial adviser in Orange, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000445642.
Lisa provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 13 May 2024.
The register records 2013 as the year Lisa first provided financial advice. The qualifications listed for Lisa include Certificate IV Financial Services (Finance/Mortgage Broking) (Intellitrain Pty Ltd, 2011), Diploma of Financial Services (Finance/Mortgage Broking Management) (Intellitrain Pty Ltd, 2012) and Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2013).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Lisa Bouffler a registered financial adviser?
Yes. Lisa Bouffler is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000445642.
Which licensee does Lisa Bouffler work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Lisa Bouffler 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."