Lisa Taylor Financial Planner Report

Name:
Lisa Jane Taylor

Rep Number:
000232248

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2014-09-22 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000232514

ABN:
54 007 016 195

Controlled By:

Appointed By
Name:
Industry Fund Services Limited

Licence Number:
000232514

ABN:
54 007 016 195

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
Securities
Superannuation

Qualifications
Kaplan Professional Australia
Advanced Diploma of Financial Services (Financial Planning)
Deakin University
Bachelor of Business (Finance)
Monash University
Graduate Diploma (Marketing)

Memberships
Financial Planning Association of Australia (FPA)