Lisa Maree McPherson
Financial Adviser in Shepparton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249172
- Location
- Shepparton VIC 3630
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190)
- Authorised since
- 4 September 2026
- First provided advice
- 1999
- Qualifications
- 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); Self Managed Super Funds, Tribeca (2005); Master of Financial Planning, University of Sunshine Coast (2007); Margin Lending & Geared Investments, Kaplan Higher Education Pty Limited (2011); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (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 McPherson
On the Financial Advisers Register kept by ASIC, Lisa Maree McPherson appears as a current financial adviser in Shepparton, Victoria, adviser number 000249172.
The licensee Lisa advises under is Fortnum Advice Pty Ltd (AFS licence 519190). That authorisation dates from 4 September 2026.
The register records 1999 as the year Lisa first provided financial advice. Qualifications and training on file include 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000), Self Managed Super Funds (Tribeca, 2005) and Master of Financial Planning (University of Sunshine Coast, 2007). 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 McPherson a registered financial adviser?
Yes. Lisa Maree McPherson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249172.
Which licensee does Lisa Maree McPherson work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190.
What can Lisa Maree McPherson 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.