Financial Adviser
· SYDNEY, NSW
Lisa Maree Fowler
No disciplinary history on record with ASIC
SYDNEY,
NSW
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001442
Lisa Maree Fowler is a financial adviser based in Sydney, New South Wales, with 23 years of experience in the financial services industry since 2003. Lisa is currently authorised under Crystal Wealth Partners. Lisa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lisa's qualifications include a Bachelor of Commerce (Management, Banking & Finance) from University of Western Sydney. Lisa is a member of SMSF Association and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce (Management, Banking & Finance)
University of Western Sydney
2004
Graduate Diploma of Financial Planning
Securities Institute of Australia
2020
Ethics & Professionalism
Ethics - Kaplan