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Financial Advisers: LISA GAVRANICH Information

This is the detailed information about LISA GAVRANICH, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000231722, the year the Financial Adviser first provided advice is 1997 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:11.

Financial Adviser Number: 000231722
Financial Adviser Name: LISA GAVRANICH
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1997
Adviser Town: Fremantle
Adviser State: WA
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
    Licence Number: 000223135
    Licence ABN: 24093733969
    The date the Financial Adviser commenced the appointment: 2016-10-19
    Authorised Representative Name: CHERRY TREE FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000422408
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Major in Economics) - Edith Cowan University ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Super Funds - Mentor Education
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: NEO FINANCIAL SOLUTIONS PTY LTD
    Licence Number: 000385845
    Licence ABN: 64141607098
    The company(ies) or people who control the licensee's business: PICTURE WEALTH HOLDINGS LIMITED
    The date the Financial Adviser commenced the appointment: 2012-06-15
    The date the Financial Adviser ceased the appointment: 2016-10-18
    Authorised Representative Name: NEO FINANCIAL SOLUTIONS PTY LTD
    Authorised Representative Number: 000385845
    Rep Appointed ABN: 64141607098
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Major in Economics) - Edith Cowan University ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Super Funds - Mentor Education
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: BRUINING PARTNERS PTY LTD
    Licence Number: 000245514
    Licence ABN: 67009245827
    The date the Financial Adviser commenced the appointment: 2004-07-01
    The date the Financial Adviser ceased the appointment: 2012-06-15
    Authorised Representative Name: LISA GAVRANICH
    Authorised Representative Number: 000231722
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Major in Economics) - Edith Cowan University ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Super Funds - Mentor Education
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.