Financial Adviser · HAMILTON, NSW

Howard Lloyd Peter Rodman

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001235240

Howard Lloyd Peter Rodman is a financial adviser based in Hamilton, New South Wales, with 11 years of experience in the financial services industry. Howard is currently authorised under Akumin Financial Planning Pty Limited. Howard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2015
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Tax for Financial Advising
Kaplan Higher Education Pty Limited
2017
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Margin Lending
Kaplan Higher Education Pty Limited
2017
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2020
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2021
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Jan 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
Sep 2015 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register