Lisa Jane Palmer – Financial Adviser

Adviser identifying number: 317675
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: RI ADVICE GROUP PTY LTD
Licence number: 238429
Licensee’s ABN: 23001774125
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 01/09/2007
The date the Financial Adviser ceased the appointment: 03/07/2012
Name of the Authorised Representative: LISA JANE PALMER
Authorised Representative identifying number: 000317675
Authorised Representative’s ABN:

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 FS (FP) – Kaplan
  • Bachelor of Business – Monash University
  • CFP – FPA
  • Self Managed Super Funds – Kaplan

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

Lisa Jane Palmer is authorised to provide advices on following products: