Lisa Maree Tait
Financial Adviser in Brisbane City, Queensland, Australia
Review Lisa Maree Tait
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000346048
- Location
- Brisbane City QLD 4000
- Licensee
- Profinancial Pty Ltd (AFSL 522416)
- Authorised since
- 30 June 2021
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Management), Queensland University of Technology (1999); Graduate Certificate in Professional Accounting, The University of Southern Queensland (1999); Diploma of Financial Services FNB50199, Dover Financial Training Pty Ltd (2007)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Lisa Maree Tait
Lisa Maree Tait is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000346048.
Lisa provides advice as an authorised representative of Profinancial Pty Ltd, which holds Australian financial services licence 522416. The current authorisation started on 30 June 2021.
According to the register, Lisa first provided financial advice in 2007. Qualifications and training on file include Bachelor of Business (Management) (Queensland University of Technology, 1999), Graduate Certificate in Professional Accounting (The University of Southern Queensland, 1999) and Diploma of Financial Services FNB50199 (Dover Financial Training Pty Ltd, 2007). Lisa is recorded as a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).
Lisa is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Lisa Maree Tait here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Lisa Maree Tait a registered financial adviser?
Yes. Lisa Maree Tait is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000346048.
Which licensee does Lisa Maree Tait work under?
Profinancial Pty Ltd, Australian financial services licence 522416.
What can Lisa Maree Tait 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.