Lisa Jane Taylor – Financial Adviser

Adviser identifying number: 232248
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: COUNT FINANCIAL LIMITED
Licence number: 227232
Licensee’s ABN: 19001974625
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 01/07/2003
The date the Financial Adviser ceased the appointment: 21/07/2011
Name of the Authorised Representative: LISA JANE TAYLOR
Authorised Representative identifying number: 000232248
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 of Financial Services (Financial Planning) – Kaplan Professional Australia
  • Bachelor of Business (Finance) – Deakin University
  • Graduate Diploma (Marketing) – Monash University

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

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