Lisa Gavranich Financial Planner Report

Name:
Lisa Gavranich

Rep Number:
000231722

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2016-10-19 onwards

Licensee
Name:

Number:
000223135

ABN:
24 093 733 969

Appointed By
Name:
Cherry Tree Financial Planning Pty Ltd

Licence Number:
000422408

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Edith Cowan University
Bachelor of Business (Major in Economics)
FPA
Certified Financial Planner
FPA
Diploma of Financial Planning
Mentor Education
Margin Lending & Geared Investments
Mentor Education
Self Managed Super Funds

Memberships
Financial Planning Association of Australia (FPA)