Lisa Haley
Financial Adviser in Keilor, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000764
- Location
- Keilor VIC 3036
- Licensee
- Innate Wealth Pty Ltd (AFSL 229242)
- Authorised since
- 13 April 2026
- First provided advice
- 2004
- Qualifications
- Graduate Certificate in Accounting, Swinburne University of Technology (2000); Diploma of Financial Planning, Deakin University (2004); Certified Financial Planner, Financial Planning Association (2006); Self Managed Super Fund Accreditation, Financial Essentials (2007); Margin Lending and Geared Investments, Kaplan Professional (2010); Graduate Diploma of Financial Planning, Deakin University (2025)
- 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 Haley
Lisa Haley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Keilor, Victoria (adviser number 001000764).
The licensee Lisa advises under is Innate Wealth Pty Ltd (AFS licence 229242). The current authorisation started on 13 April 2026.
The register records 2004 as the year Lisa first provided financial advice. The qualifications listed for Lisa include Graduate Certificate in Accounting (Swinburne University of Technology, 2000), Diploma of Financial Planning (Deakin University, 2004) and Certified Financial Planner (Financial Planning Association, 2006). 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 Haley a registered financial adviser?
Yes. Lisa Haley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000764.
Which licensee does Lisa Haley work under?
Innate Wealth Pty Ltd, Australian financial services licence 229242.
What can Lisa Haley 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.