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- Financial Advisers Australia (FAA)
- Lisa Jane Taylor
Lisa Jane Taylor
- Name
- Lisa Jane Taylor
- ID
- 232248
- ABN
- –
- First Provided Advice
- 2003
- Restrictions
- Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
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
- Charter Financial Planning Limited (#234665)
- Commenced
- Oct. 20, 2021
- Ceased
- Feb. 4, 2025
- Status
- Ceased
- Licence Holder
- Jsm Management Pty Ltd (#502629)
- Commenced
- June 28, 2021
- Ceased
- July 21, 2021
- Status
- Ceased
- Licence Holder
- Partners Wealth Group Financial Advice Pty Ltd (#558563)
- Commenced
- Feb. 4, 2025
- Ceased
- Dec. 6, 2025
- Status
- Ceased
- Licence Holder
- Partners Wealth Group Financial Advice Pty Ltd (#558563)
- Commenced
- Dec. 7, 2025
- Ceased
- April 23, 2026
- Status
- Ceased
- Licence Holder
- RV Wealth Pty Ltd (#314113)
- Commenced
- Feb. 18, 2019
- Ceased
- March 10, 2021
- Status
- Ceased
- Licence Holder
- Count Financial Limited (#227232)
- Commenced
- July 1, 2003
- Ceased
- July 21, 2011
- Status
- Ceased
- Licence Holder
- Dja Capital Pty. Ltd. (#342893)
- Commenced
- July 21, 2011
- Ceased
- Sept. 22, 2014
- Status
- Ceased
- Licence Holder
- Industry Fund Services Limited (#232514)
- Commenced
- Sept. 22, 2014
- Ceased
- Aug. 22, 2017
- Status
- Ceased
- Licence Holder
- Millennium 3 Financial Services Pty Ltd (#244252)
- Commenced
- May 16, 2018
- Ceased
- Feb. 17, 2019