Lisa Therese Judge
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263522
- Location
- Sydney NSW 2000
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 24 October 2022
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, Griffith University (1999); Entry Level Competencies, IntegraTec Training (2004); Graduate Diploma in Financial Planning, University of the Sunshine Coast (2006); Master of Financial Planning, University of the Sunshine Coast (2008); Ethics and Professionalism in Financial Planning, Kaplan (2019)
- 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
- Restriction
- excluding self-managed super funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Lisa Therese Judge
Lisa Therese Judge is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000263522.
Lisa provides advice as an authorised representative of Industry Fund Services Limited, which holds Australian financial services licence 232514. That authorisation dates from 24 October 2022.
According to the register, Lisa first provided financial advice in 2004. Qualifications and training on file include Bachelor of Commerce (Griffith University, 1999), Entry Level Competencies (IntegraTec Training, 2004) and Graduate Diploma in Financial Planning (University of the Sunshine Coast, 2006). 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “excluding self-managed super funds.”
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Questions people ask
Is Lisa Therese Judge a registered financial adviser?
Yes. Lisa Therese Judge is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263522.
Which licensee does Lisa Therese Judge work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Lisa Therese Judge 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. It also records this restriction: "excluding self-managed super funds."