Lisa Maree Fowler
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001442
- Location
- Sydney NSW 2000
- Licensee
- Crystal Wealth Partners Ltd (AFSL 412226)
- Authorised since
- 1 September 2012
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce (Management, Banking & Finance), University of Western Sydney (1999); Graduate Diploma of Financial Planning, Securities Institute of Australia (2004); Ethics & Professionalism, Kaplan (2020)
- Memberships
- SMSF Association; The Tax Institute
- 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 Maree Fowler
On the Financial Advisers Register kept by ASIC, Lisa Maree Fowler appears as a current financial adviser in Sydney, New South Wales, adviser number 001001442.
Advice is given under the Australian financial services licence of Crystal Wealth Partners Ltd, licence number 412226. That authorisation dates from 1 September 2012.
The register records 2003 as the year Lisa first provided financial advice. The qualifications listed for Lisa include Bachelor of Commerce (Management, Banking & Finance) (University of Western Sydney, 1999), Graduate Diploma of Financial Planning (Securities Institute of Australia, 2004) and Ethics & Professionalism (Kaplan, 2020). Lisa is recorded as a member of SMSF Association and The Tax Institute.
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 Maree Fowler a registered financial adviser?
Yes. Lisa Maree Fowler is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001442.
Which licensee does Lisa Maree Fowler work under?
Crystal Wealth Partners Ltd, Australian financial services licence 412226.
What can Lisa Maree Fowler 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.