LISA MORGAN (Adviser# 001259426) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is October 18, 2016.
| Register Name | Financial Advisers |
| Adviser Name | LISA MORGAN |
| Adviser Number | 001259426 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000484252 MADDERN SMSF PTY LTD |
| Adviser Start Date | 2016-10-18 |
| Appointing Representative Name | MADDERN SMSF PTY LTD |
| Appointing Representative Number | 000484252 |
| Memberships |
CPA Australia (CPA) Chartered Accountants Australia and New Zealand (CA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced diploma os Financial services | Kaplan |
| Bachelor of Economics | La Trobe University |
| Self Managed Superannuation Fund Course | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000484252 | MADDERN SMSF PTY LTD | 2016-10-18 - | MADDERN SMSF PTY LTD |
| Licence Name | MADDERN SMSF PTY LTD |
| Licence Number | 000484252 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.