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

Memberships

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

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
Personal Financial Services Ltd (#234459)
Commenced
Feb. 1, 2019
Ceased
Nov. 28, 2021
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