Financial Adviser
· TWEED HEADS, NSW
Rodney Lumsden
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000278025
Rodney Lumsden is a financial adviser based in Tweed Heads, New South Wales, with 22 years of experience in the financial services industry. Rodney is currently authorised under Lifespan Financial Planning Pty Ltd. Rodney 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 Bachelor of Commerce from University Of Wollongong. Rodney is a member of Stockbrokers and Financial Advisers Association Ltd.
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
1997
Bachelor of Commerce
University Of Wollongong
2003
Graduate Diploma Financial Planning
Kaplan
2010
ASX Listed Products Accreditation Course
FPA
2011
Margin Lending and Geared Investments
Kaplan
2014
Cavendish & ICFS Specialist SMSF Course
University of Adelaide