Financial Adviser · PROSPECT, SA

Lisa Jane Nili

PROSPECT, SA

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001262668

Currently at

Consultum Financial Advisers

Sydney, NSW (firm address)

View firm profile

Lisa Jane Nili is a financial adviser based in Prospect, South Australia, with 8 years of experience in the financial services industry since 2018. Lisa is currently authorised under Consultum Financial Advisers. 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Restrictions: Securities: advice is limited to approved model portfolios only.

Authorised to provide tax financial advice services

Qualifications and Training

2017

Diploma of Financial Planning

Pinnacle Financial Services Academy

2021

FPC006 Tax and Commercial Law for Financial Planning

Kaplan Higher Education Pty Limited

2022

Graduate Diploma of Financial Planning

Kaplan Professional

2024

FPE020 SMSF Regulations and Taxation

Kaplan Professional

2024

Master of Financial Planning

Kaplan Higher Education Pty Limited

2026

TASACLv3 Commercial Law

Kaplan Higher Education Pty Limited

Registration History

Consultum Financial Advisers Pty Ltd

Mar 2026 - Present Current

Securities: advice is limited to approved model portfolios only.

Sgn Financial Pty Ltd

Mar 2025 - Jan 2026 Ceased

EXELSUPER ADVICE PTY LTD

Feb 2019 - Feb 2025 Ceased

Enva Australia Pty Ltd

Mar 2018 - Feb 2019 Ceased

Source: ASIC Financial Advisers Register