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  3. Lauren Isles

Lauren Isles

Name
Lauren Isles
ID
461247
ABN
–
First Provided Advice
2012
Restrictions
Not Authorised in SMSF

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2019 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University
  • 2019 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
  • 2020 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University
  • 2020 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University
  • 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • SMSF Association

Licencee

Status
Ceased
Licence Holder
BR Advice Pty Ltd (#488655)
Commenced
April 27, 2020
Ceased
Oct. 14, 2022
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Nov. 4, 2022
Ceased
Nov. 6, 2023
Status
Ceased
Licence Holder
Garnaut Private Clients Pty Ltd (#512507)
Commenced
Feb. 13, 2024
Ceased
Aug. 1, 2024
Status
Current
Licence Holder
Wattle Partners Pty ltd (#383169)
Commenced
Dec. 4, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Affinia Financial Advisers Pty Ltd (#237857)
Commenced
July 13, 2018
Ceased
Dec. 13, 2019