Financial Adviser
· SYDNEY, NSW
Finlay Lafleur
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004640
Finlay Lafleur is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Finlay is currently authorised under Rounded Wealth Advisory Pty Ltd. Finlay 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 Certified Financial Planner from FPA. Finlay is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce (Finance)
University Of Western Sydney
2001
Bachelor of Commerce (Honours)
University Of Western Sydney
2007
Advanced Diploma of Financial Planning
Kaplan
2010
Margin Lending and Geared Investments
Kaplan
2013
Certified Financial Planner
FPA
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register