Lisa Jane Faddy
Financial Adviser in Waverton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000288362
- Location
- Waverton NSW 2060
- Licensee
- Majella Wealth Advisers Pty Limited (AFSL 303260)
- Authorised since
- 13 September 2006
- First provided advice
- 2003
- Qualifications
- BComm/LLB, UNSW (1993); Graduate Diploma of Applied Finance, Securities Institute of Australia (1996); MBA Executive, AGSM (2001); Certified Financial Planner, Financial Planning Association (2002)
- Memberships
- Boutique Financial Planning Principals Association Inc.; 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 Jane Faddy
Lisa Jane Faddy is a financial adviser in Waverton, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000288362.
Lisa provides advice as an authorised representative of Majella Wealth Advisers Pty Limited, which holds Australian financial services licence 303260. That authorisation dates from 13 September 2006.
According to the register, Lisa first provided financial advice in 2003. The qualifications listed for Lisa include BComm/LLB (UNSW, 1993), Graduate Diploma of Applied Finance (Securities Institute of Australia, 1996) and MBA Executive (AGSM, 2001). Professional memberships recorded: Boutique Financial Planning Principals Association Inc. and 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 Jane Faddy a registered financial adviser?
Yes. Lisa Jane Faddy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000288362.
Which licensee does Lisa Jane Faddy work under?
Majella Wealth Advisers Pty Limited, Australian financial services licence 303260.
What can Lisa Jane Faddy 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.