Lisa Willis – Financial Adviser

Adviser identifying number: 1242026
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 18/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIFE FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 1241897
Authorised Representative’s ABN: 99610119723

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 Willis 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