Lisa Haley – Financial Adviser

Adviser identifying number: 1000764
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: UNIFIED FINANCIAL SERVICES PTY LTD
Licence number: 230510
Licensee’s ABN: 31066587602
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UNIFIED FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 230510
Authorised Representative’s ABN: 31066587602

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:

• Certified Financial Planner – Financial Planning Association
• Diploma of Financial Planning – Deakin University
• Graduate Certificate in Accounting – Swinburne University of Technology
• Margin Lending and Geared Investments – Kaplan Professional
• Self Managed Super Fund Accreditation – Financial Essentials

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

Lisa Haley 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
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility