Gregory Jack Lisk – Financial Adviser
Adviser identifying number: 253380
Status: Current
Adviser’s ABN: 74464804547
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: AON HEWITT FINANCIAL ADVICE LIMITED
Licence number: 239183
Licensee’s ABN: 13091225642
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative identifying number: 239183
Authorised Representative’s ABN: 13091225642
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Planning – Kaplan
- Diploma of Financial Services (Financial Planning) – Tribeca
- Graduate Diploma of Applied Finance and Investment – Securities Institute
- Margin Lending and Geared Investments – Kaplan Professional
- Self Managed Superannuation Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Gregory Jack Lisk is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility