Lisa Lin – Financial Adviser

Adviser identifying number: 1002649
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: COMMONWEALTH PRIVATE LIMITED
Licence number: 314018
Licensee’s ABN: 30125238039
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COMMONWEALTH PRIVATE LIMITED
Authorised Representative identifying number: 314018
Authorised Representative’s ABN: 30125238039

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:

• Bachelor of Business – Tamkang University
• Diploma of Financial Planning – Financial Planning Association
• Margin Lending and Geared Investments – Kaplan Professional
• Self Managed Superannuation Funds – Tribeca

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Lisa Lin is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash Deposit Products
• Government Debentures, Stocks or Bonds
• 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