Lisette Anne Walsh
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000290055
- Location
- Sydney NSW 2000
- Licensee
- Imfg Pty Ltd (AFSL 527657)
- Authorised since
- 18 March 2021
- First provided advice
- 2005
- Qualifications
- Diploma Financial Services (Financial Planning) FNS50802, MLC ThreeSixty (2005); Advanced Diploma Financial Services (Financial Planning) FNS60404, MLC ThreeSixty (2007); Certified Financial Planner, FPA (2011); RG146 Margin Lending, MLC ThreeSixty (2011); Ethics and Professionalism in Advice, Kaplan Professional (2021)
- 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 Lisette Anne Walsh
Lisette Anne Walsh is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000290055.
Advice is given under the Australian financial services licence of Imfg Pty Ltd, licence number 527657. The current authorisation started on 18 March 2021.
According to the register, Lisette first provided financial advice in 2005. Qualifications and training on file include Diploma Financial Services (Financial Planning) FNS50802 (MLC ThreeSixty, 2005), Advanced Diploma Financial Services (Financial Planning) FNS60404 (MLC ThreeSixty, 2007) and Certified Financial Planner (FPA, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Lisette is authorised to advise 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 Lisette Anne Walsh a registered financial adviser?
Yes. Lisette Anne Walsh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000290055.
Which licensee does Lisette Anne Walsh work under?
Imfg Pty Ltd, Australian financial services licence 527657.
What can Lisette Anne Walsh 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.