Lisa Maree Kirk
Financial Adviser in Tweed Heads, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004668
- Location
- Tweed Heads NSW 2485
- Licensee
- Clarity Success Freedom Pty Ltd (AFSL 493340)
- Authorised since
- 6 April 2020
- First provided advice
- 2012
- Qualifications
- Bachelor of Business, Griffith University (2005); Financial Services (Financial Planning), Kaplan (2011); CFP-Certified Financial Planner, Financial Planner Association (2018); Ethics and Professionalism in Financial Planning, Kaplan (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 Maree Kirk
Lisa Maree Kirk is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Tweed Heads, New South Wales (adviser number 001004668).
Advice is given under the Australian financial services licence of Clarity Success Freedom Pty Ltd, licence number 493340. The current authorisation started on 6 April 2020.
According to the register, Lisa first provided financial advice in 2012. Qualifications and training on file include Bachelor of Business (Griffith University, 2005), Financial Services (Financial Planning) (Kaplan, 2011) and CFP-Certified Financial Planner (Financial Planner Association, 2018). 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 Maree Kirk a registered financial adviser?
Yes. Lisa Maree Kirk is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004668.
Which licensee does Lisa Maree Kirk work under?
Clarity Success Freedom Pty Ltd, Australian financial services licence 493340.
What can Lisa Maree Kirk 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.