Lisa Cave
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001253130
- Location
- Sydney NSW 2000
- Licensee
- Mufg RETIRE360 Pty Limited (AFSL 258145)
- Authorised since
- 7 April 2020
- First provided advice
- 2017
- Qualifications
- FNS50611 Diploma of Financial Planning, International Institute of Technology (2013); Advanced Diploma of Financial Planning FNS60415, Mentor Education (2016); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Lisa Cave
On the Financial Advisers Register kept by ASIC, Lisa Cave appears as a current financial adviser in Sydney, New South Wales, adviser number 001253130.
Advice is given under the Australian financial services licence of Mufg RETIRE360 Pty Limited, licence number 258145. The current authorisation started on 7 April 2020.
According to the register, Lisa first provided financial advice in 2017. The qualifications listed for Lisa include FNS50611 Diploma of Financial Planning (International Institute of Technology, 2013), Advanced Diploma of Financial Planning FNS60415 (Mentor Education, 2016) and Graduate Diploma of Financial Planning (Kaplan Professional, 2023).
Lisa is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 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 Cave a registered financial adviser?
Yes. Lisa Cave is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001253130.
Which licensee does Lisa Cave work under?
Mufg RETIRE360 Pty Limited, Australian financial services licence 258145.
What can Lisa Cave 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.