Lisa Willis

Financial Adviser

ASIC adviser number:
001242026
Qualifications and training:

2015, Diploma Of Financial Planning, , International Institute Of Technology
2017, Aged Care Accreditation, Other, Aged Care Steps
2021, Requirements to meet FASEA, Professional Designations, FASEA

When adviser first provided advice:
2016
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
170 Bourke St
Goulburn  NSW  2580
AFS licence holder name:
Psc Life Pty Ltd
AFS licence number:
000467443
Licence controlled by:
Envest Fin Co Pty Ltd ~ Envest Midco 2 Pty Ltd ~ Erasmus Bidco Pty Ltd ~ Erasmus Midco Pty Ltd ~ The Envest Group Pty Ltd ~ Tara Topco Limited ~ Wealth Architects Holdings Pty Ltd ~ Psc Insurance Group Pty Ltd [Date Ceased: 24/03/2025] ~ Tara Topco Limited [Date Ceased: 24/03/2025]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».