Lisa Osullivan
Financial Adviser in Berwick, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239815
- Location
- Berwick VIC 3806
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 16 June 2015
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Lisa Osullivan
Lisa Osullivan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Berwick, Victoria (adviser number 000239815).
The licensee Lisa advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 16 June 2015.
According to the register, Lisa first provided financial advice in 1996. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003).
Lisa is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Lisa Osullivan a registered financial adviser?
Yes. Lisa Osullivan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239815.
Which licensee does Lisa Osullivan work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Lisa Osullivan 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."