Lisa Morgan
Financial Adviser in Malvern, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001259426
- Location
- Malvern VIC 3144
- Licensee
- Maddern SMSF Pty Ltd (AFSL 484252)
- Authorised since
- 18 October 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Economics, La Trobe University (1981); Advanced Diploma of Financial Services, Kaplan (2009); Fellow Chartered Financial Practioner, Asia Pacific Financial Services Association (2010); Self Managed Superannuation Fund Course, Kaplan (2016); Ethics and Professionalism in Financial Advice, Kaplan (2020); FASEA, FASEA (2021); SMSF Specialist Adviser, SMSF Association (2024)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Lisa Morgan
On the Financial Advisers Register kept by ASIC, Lisa Morgan appears as a current financial adviser in Malvern, Victoria, adviser number 001259426.
Lisa provides advice as an authorised representative of Maddern SMSF Pty Ltd, which holds Australian financial services licence 484252. The current authorisation started on 18 October 2016.
According to the register, Lisa first provided financial advice in 2016. Qualifications and training on file include Bachelor of Economics (La Trobe University, 1981), Advanced Diploma of Financial Services (Kaplan, 2009) and Fellow Chartered Financial Practioner (Asia Pacific Financial Services Association, 2010). Professional memberships recorded: CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Lisa is authorised to advise on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lisa Morgan a registered financial adviser?
Yes. Lisa Morgan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001259426.
Which licensee does Lisa Morgan work under?
Maddern SMSF Pty Ltd, Australian financial services licence 484252.
What can Lisa Morgan give advice on?
The register lists these advice areas: self-managed superannuation funds.