Lisa Fitzgerald

Financial Adviser

ASIC adviser number:

000318035

Qualifications and training:

1993, Bachelor of Arts, Bachelor Degree (AQF 7), University of Melbourne
2007, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Mentor Education
2008, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Mentor Education
2010, Margin Lending and Geared Investments, Other, Kaplan Professional
2013, AMP & ICFS Specialist SMSF Course, Other, University of Adelaide
2018, 5 Unit CFP Certification Program, Professional Designations, Financial Planning Association of Australia (FPA)
2019, Accredited Aged Care Professional, Other, Aged Care Steps
2021, 7159AFE Principles of Business and Corporate Law, Bridging Course, Regulation & Legal Obligations, Griffith University
2021, 7246AFE Behavioural Finance and Wealth Management, Bridging Course, Behavioural Finance, Griffith University
2021, 7269AFE Ethics and Professionalism, Bridging Course, Ethics, Griffith University
2022, Graduate Certificate in Financial Planning, Graduate Certificate (AQF 8), Griffith University

When adviser first provided advice:

1995

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

Level 1, Suite 3, 609 Canterbury Rd
Surrey Hills VIC 3127

AFS licence holder name:

Count Financial Limited

AFS licence number:

000227232

Licence controlled by:

Count Limited ~ Count Member Firm Pty Ltd ~ Commonwealth Bank Of Australia [Date Ceased: 01/10/2019]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».