Financial Adviser
· CLEVELAND, QLD
Lorraine Louise Shimizu
No disciplinary history on record with ASIC
CLEVELAND,
QLD
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000462457
Practice
Cleveland, QLD (practice address on ASIC register)
Licensed through Bayside Licensee
About Lorraine Louise Shimizu
Lorraine Louise Shimizu is a financial adviser based in Cleveland, Queensland, with 12 years of experience in the financial services industry since 2014. Lorraine works at Bayside Financial Planning, which is licensed through Bayside Licensee. Lorraine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lorraine's qualifications include a Bachelor of Arts in Japanese from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Arts in Japanese
Griffith University
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Self Managed Superannuation Funds
Kaplan Professional
2023
Financial Planning
Kaplan Professional
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
QINVEST LIMITED
LONSDALE FINANCIAL GROUP PTY LTD
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
AIW DEALER SERVICES PTY LTD
Source: ASIC Financial Advisers Register