Lisa Jane Taylor – Financial Adviser

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

Name of the licence holder: INDUSTRY FUND SERVICES LIMITED
Licence number: 232514
Licensee’s ABN: 54007016195
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD.

The date the Financial Adviser commenced the appointment: 22/09/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INDUSTRY FUND SERVICES LIMITED
Authorised Representative identifying number: 232514
Authorised Representative’s ABN: 54007016195

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

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:

  • 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
  • Securities
  • Superannuation