Lisa Maree Barber
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247688
- Location
- Sydney NSW 2000
- Licensee
- Expert Wealth Pty Ltd (AFSL 538287)
- Authorised since
- 27 May 2025
- First provided advice
- 2000
- Qualifications
- FPC001B Economic & Legal Context for Financial Planning, Kaplan Professional (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2020); FPC007B Client Engagement Skills, Kaplan Professional (2022); Master of Financial Planning, Kaplan Professional (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Lisa Maree Barber
Lisa Maree Barber is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000247688.
Advice is given under the Australian financial services licence of Expert Wealth Pty Ltd, licence number 538287. The current authorisation started on 27 May 2025.
The register records 2000 as the year Lisa first provided financial advice. The qualifications listed for Lisa include FPC001B Economic & Legal Context for Financial Planning (Kaplan Professional, 2020), FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020) and Graduate Diploma of Financial Planning (Kaplan Professional, 2020).
Lisa is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 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 Maree Barber a registered financial adviser?
Yes. Lisa Maree Barber is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247688.
Which licensee does Lisa Maree Barber work under?
Expert Wealth Pty Ltd, Australian financial services licence 538287.
What can Lisa Maree Barber give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.