Financial Adviser
· BEAUDESERT, QLD
Robert Ian George Lawrence
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008431
Robert Ian George Lawrence is a financial adviser based in Beaudesert, Queensland, with 11 years of experience in the financial services industry. Robert is currently authorised under Athena Financial Services Pty Ltd. Robert 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 Professional. Robert is a member of Association of Independently Owned Financial Professionals (AIOFP).
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
2015
Diploma of Financial Planning
Kaplan
2017
Advance Diploma of Financial Planning
Pinnacle
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Excluding SMSFs.
NEXTGEN FINANCIAL GROUP PTY LTD
NEXTGEN FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register