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- Financial Advisers Australia (FAA)
- Lisa Ann Watzek
Lisa Ann Watzek
- Name
- Lisa Ann Watzek
- ID
- 265136
- ABN
- 47340819826
- First Provided Advice
- 1999
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Southern Queensland
- 1997 - Bachelor of Commerce (Second Class Honours, Division A) - Bachelor Honours Degree (AQF 8) - University of Southern Queensland
- 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
- 2003 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Aan Wealth Management Pty Ltd (#517548)
- Commenced
- Oct. 13, 2023
- Ceased
- April 10, 2024
- Status
- Ceased
- Licence Holder
- Infinity Advisor Australia Pty Ltd (#519295)
- Commenced
- Nov. 29, 2021
- Ceased
- Oct. 10, 2023
- Status
- Ceased
- Licence Holder
- Knr Investments Pty Ltd (#356442)
- Commenced
- May 2, 2024
- Ceased
- Sept. 20, 2024
- Status
- Ceased
- Licence Holder
- Personal Financial Services Ltd (#234459)
- Commenced
- Feb. 1, 2019
- Ceased
- Nov. 28, 2021
- Status
- Current
- Licence Holder
- Picture Wealth Advisory Pty ltd (#530789)
- Commenced
- Sept. 23, 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
- Charter Financial Planning Limited (#234665)
- Commenced
- Aug. 8, 2011
- Ceased
- May 1, 2012
- Status
- Ceased
- Licence Holder
- Consultum Financial Advisers Pty Ltd (#230323)
- Commenced
- Jan. 3, 2007
- Ceased
- March 13, 2009
- Status
- Ceased
- Licence Holder
- Guardianfp Pty Limited (#237641)
- Commenced
- Dec. 8, 2003
- Ceased
- Dec. 11, 2015
- Status
- Ceased
- Licence Holder
- Guardianfp Pty Limited (#237641)
- Commenced
- March 16, 2009
- Ceased
- Aug. 4, 2011
- Status
- Ceased
- Licence Holder
- RI Advice Group Pty Ltd (#238429)
- Commenced
- Feb. 26, 2004
- Ceased
- Jan. 2, 2007
- Status
- Ceased
- Licence Holder
- Securitor Financial Group Pty Limited (#240687)
- Commenced
- Dec. 12, 2015
- Ceased
- Jan. 31, 2019