Lisa Moran
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008477
- Location
- Adelaide SA 5000
- Licensee
- H.e.s.t. Australia Ltd. (AFSL 235249)
- Authorised since
- 29 October 2018
- First provided advice
- 2006
- Qualifications
- Bachelor of International Business, Flinders University (2000); Diploma of Financial Services, Tribeca (2004); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); Advanced Diploma of Financial Services, Mentor Education Australia (2014); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2015); Ethics and Professionalism in Financial Advice, Kaplan (2019); Graduate Diploma of Financial Planning, Kaplan Education Pty Limited (2021); Accredited Behavioural Finance Professional, Kaplan Education Pty Limited (2024); Chartered Retirement Planning Counsellor, Kaplan Education Pty Limited (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation
- Restriction
- Authorised to provide personal financial product advice to retail clients on: HESTA Products
- Tax (financial) advice
- Yes
- Register status
- Current
About Lisa Moran
Lisa Moran is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001008477.
Lisa provides advice as an authorised representative of H.e.s.t. Australia Ltd., which holds Australian financial services licence 235249. That authorisation dates from 29 October 2018.
According to the register, Lisa first provided financial advice in 2006. The qualifications listed for Lisa include Bachelor of International Business (Flinders University, 2000), Diploma of Financial Services (Tribeca, 2004) and Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011). Lisa is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Authorised to provide personal financial product advice to retail clients on: HESTA Products.”
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Questions people ask
Is Lisa Moran a registered financial adviser?
Yes. Lisa Moran is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008477.
Which licensee does Lisa Moran work under?
H.e.s.t. Australia Ltd., Australian financial services licence 235249.
What can Lisa Moran give advice on?
The register lists these advice areas: superannuation. It also records this restriction: "Authorised to provide personal financial product advice to retail clients on: HESTA Products."