Lisa Fitzgerald
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000318035
- Location
- Surrey Hills VIC 3127
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 2 March 2024
- First provided advice
- 1995
- Qualifications
- Bachelor of Arts, University of Melbourne (1993); Diploma of Financial Services (Financial Planning), Mentor Education (2007); Advanced Diploma of Financial Services (Financial Planning), Mentor Education (2008); Margin Lending and Geared Investments, Kaplan Professional (2010); AMP & ICFS Specialist SMSF Course, University of Adelaide (2013); 5 Unit CFP Certification Program, Financial Planning Association of Australia (FPA) (2018); Accredited Aged Care Professional, Aged Care Steps (2019); 7159AFE Principles of Business and Corporate Law, Griffith University (2021); 7246AFE Behavioural Finance and Wealth Management, Griffith University (2021); 7269AFE Ethics and Professionalism, Griffith University (2021); Graduate Certificate in Financial Planning, Griffith University (2022)
- 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 Fitzgerald
Lisa Fitzgerald is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Surrey Hills, Victoria (adviser number 000318035).
The licensee Lisa advises under is Count Financial Limited (AFS licence 227232). The current authorisation started on 2 March 2024.
According to the register, Lisa first provided financial advice in 1995. Qualifications and training on file include Bachelor of Arts (University of Melbourne, 1993), Diploma of Financial Services (Financial Planning) (Mentor Education, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Mentor Education, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Lisa 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 Fitzgerald a registered financial adviser?
Yes. Lisa Fitzgerald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000318035.
Which licensee does Lisa Fitzgerald work under?
Count Financial Limited, Australian financial services licence 227232.
What can Lisa Fitzgerald 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.