LISA WEISSEL (Adviser# 000282181) 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 August 13, 2018.
Register Name | Financial Advisers |
Adviser Name | LISA WEISSEL |
Adviser Number | 000282181 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2002 |
Financial Service (AFS) Licence |
Licence# 000504773 MIQ PRIVATE WEALTH PTY LTD |
Licence Controlled By | MIQ CAPITAL PTY LTD |
Adviser Start Date | 2018-08-13 |
Appointing Representative Name | MIQ PRIVATE WEALTH PTY LTD |
Appointing Representative Number | 000504773 |
Memberships | Financial Planning Association of Australia (FPA) |
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Qualification / Degree | Institute / School |
---|---|
Advanced Diploma of Financial Services (Financial Planning) | Tribeca Learning |
Bachelor of Business | Charles Sturt University |
Certified Financial Planner | Deakin University |
Diploma of Financial Services (Financial Planning) | Tribeca Learning |
Margin Lending and Geared Investments | Kaplan Professional |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000504773 |
MIQ PRIVATE WEALTH PTY LTD
Licence controlled by: MIQ CAPITAL PTY LTD |
2018-08-13 - | MIQ PRIVATE WEALTH PTY LTD |
000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform |
2015-12-01 - 2018-08-10 | MAGNITUDE GROUP PTY LTD |
000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2012-07-13 - 2015-11-30 | SECURITOR FINANCIAL GROUP LTD |
000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2008-07-04 - 2012-07-12 |
Licence Name | MIQ PRIVATE WEALTH PTY LTD |
Licence Number | 000504773 |
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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.