Lisa Palmer Financial Planner Report

Name:
Lisa Jane Palmer

Rep Number:
000317675

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2015-02-16 onwards

Location:
Adelaide, , SA, 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
Standard Margin Lending Facility
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma FS (FP)
Monash University
Bachelor of Business
FPA
CFP
Kaplan
Self Managed Super Funds

Memberships
Financial Planning Association of Australia (FPA)