Financial Adviser
· THE ROCKS, NSW
Lionel Francis Rodrigues
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000230280
Lionel Francis Rodrigues is a financial adviser based in The Rocks, New South Wales, with 28 years of experience in the financial services industry. Lionel is currently authorised under Ifm (Securities) Pty Ltd. Lionel 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 Master of Financial Planning from Deakin. Lionel is a member of Financial Services Institute of Australia, Institute of Public Accountants (IPA) and Tax Practitioners Board (Tax Financial Adviser).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Business (Banking and Finance)
Charles Sturt University (Mitchell College of Advance Education)
2000
Diploma of Financial Planning
Deakin University
2020
Master of Financial Planning
Deakin
2022
Master of Laws
Deakin University