Financial Adviser · BERSERKER, QLD

Jeffrey Guy Lanyon

14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000429356

Jeffrey Guy Lanyon is a financial adviser based in Berserker, Queensland, with 14 years of experience in the financial services industry. Jeffrey is currently authorised under Bombora Advice Pty Ltd. Jeffrey 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. Jeffrey 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 Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2002
RG146 Managed Investments- Securities
2012
Diploma of Financial Planning FNS50610
Kaplan Australia
2016
Advanced of Diploma Financial Planning FNS60415
Kaplan Australia
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Mar 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Jul 2020 - Mar 2021 Ceased
Jan 2020 - May 2020 Ceased
Jun 2017 - Nov 2019 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Dec 2016 - Jun 2017 Ceased
AON HEWITT FINANCIAL ADVICE LIMITED
Nov 2015 - Dec 2016 Ceased
AON HEWITT FINANCIAL ADVICE LIMITED
Oct 2012 - Nov 2015 Ceased

Source: ASIC Financial Advisers Register