Lisa Bird – Financial Adviser
Adviser identifying number: 1246112
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: SHARTRU WEALTH MANAGEMENT PTY LTD
Licence number: 422409
Licensee’s ABN: 46158536871
Licence controlled by:
The date the Financial Adviser commenced the appointment: 04/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHARTRU WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 422409
Authorised Representative’s ABN: 46158536871
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: Diploma of Financial Planning – International Institute of Technology
Relevant memberships of professional bodies or industry associations:
Lisa Bird is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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