Financial Adviser
· KEILOR, VIC
Lisa Haley
No disciplinary history on record with ASIC
KEILOR,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000764
Lisa Haley is a financial adviser based in Keilor, Victoria, with 22 years of experience in the financial services industry since 2004. Lisa is currently authorised under Innate Wealth. 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 Planning Association. 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
2000
Graduate Certificate in Accounting
Swinburne University of Technology
2004
Diploma of Financial Planning
Deakin University
2006
Certified Financial Planner
Financial Planning Association
2007
Self Managed Super Fund Accreditation
Financial Essentials
2010
Margin Lending and Geared Investments
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Deakin University