Financial Adviser
· CAMBERWELL, VIC
Lisa Jane Taylor
No disciplinary history on record with ASIC
CAMBERWELL,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232248
Lisa Jane Taylor is a financial adviser based in Camberwell, Victoria, with 23 years of experience in the financial services industry since 2003. Lisa is currently authorised under Viridian Advisory, operating through Viridian Financial Group. 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 Certified Financial Planner from Financial Advice Association of Australia. Lisa is a member of Financial Advice Association of Australia (FAAA).
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
1993
Bachelor of Business (Finance)
Deakin University
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2010
Margin Lending and Geared Investments
Kaplan Professional
2014
SPAA SMSF Specialist Advisor Accreditation Program
International Centre for Financial Services, The University of Adelaide
2017
Certified Financial Planner
Financial Advice Association of Australia
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
RV WEALTH PTY LTD
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register