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- Financial Advisers Australia (FAA)
- Lisa Smith
Lisa Smith
- Name
- Lisa Smith
- ID
- 1252143
- ABN
- –
- First Provided Advice
- 2017
- Restrictions
- The Authorised Representatives is not authorised to provide advice on Self Managed Superannuation Funds.
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
- Gwm Adviser Services Limited (#230692)
- Commenced
- Feb. 20, 2017
- Ceased
- July 16, 2020
- Status
- Ceased
- Licence Holder
- Mont Partners Pty Ltd (#511061)
- Commenced
- July 17, 2020
- Ceased
- Feb. 3, 2023
- Status
- Ceased
- Licence Holder
- Private Wealth Advisory Pty Ltd (#478249)
- Commenced
- June 30, 2023
- Ceased
- April 12, 2024
- Status
- Ceased
- Licence Holder
- Twd Licensee Services Pty Ltd (#475964)
- Commenced
- April 3, 2023
- Ceased
- May 1, 2023