Lisa Mortimer
Financial Adviser in Williamstown, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001268727
- Location
- Williamstown VIC 3016
- Licensee
- Pbo Financial Solutions Pty Ltd (AFSL 531849)
- Authorised since
- 1 July 2022
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Master of Financial Planning, Kaplan Professional (2024)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Lisa Mortimer
Lisa Mortimer is a financial adviser in Williamstown, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001268727.
Lisa provides advice as an authorised representative of Pbo Financial Solutions Pty Ltd, which holds Australian financial services licence 531849. That authorisation dates from 1 July 2022.
According to the register, Lisa first provided financial advice in 2018. The qualifications listed for Lisa include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007) and Master of Financial Planning (Kaplan Professional, 2024). Lisa is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is Lisa Mortimer a registered financial adviser?
Yes. Lisa Mortimer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001268727.
Which licensee does Lisa Mortimer work under?
Pbo Financial Solutions Pty Ltd, Australian financial services licence 531849.
What can Lisa Mortimer 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.