Lisa Gavranich
Financial Adviser in Fremantle, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231722
- Location
- Fremantle WA 6160
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 19 October 2016
- First provided advice
- 1997
- Qualifications
- Bachelor of Business (major in Economics), Edith Cowan University (1995); Diploma of Financial Planning, Financial Planning Association of Australia (2001); Certified Financial Planner, Financial Planning Association of Australia (2003); Self Managed Super Funds, Mentor Education (2012); Ethics and Professionlism in Financial Advice, Kaplan Professional (2019)
- 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 Gavranich
Lisa Gavranich is a financial adviser in Fremantle, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000231722.
Lisa provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 19 October 2016.
According to the register, Lisa first provided financial advice in 1997. The qualifications listed for Lisa include Bachelor of Business (major in Economics) (Edith Cowan University, 1995), Diploma of Financial Planning (Financial Planning Association of Australia, 2001) and Certified Financial Planner (Financial Planning Association of Australia, 2003). Lisa is recorded as a member of 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 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 Gavranich a registered financial adviser?
Yes. Lisa Gavranich is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231722.
Which licensee does Lisa Gavranich work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Lisa Gavranich 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.