Financial Adviser · BROOKFIELD, QLD

Gary John Schroder

BROOKFIELD, QLD

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000426267

Licensee

Lifespan Financial Planning

Sydney, NSW (licence address on ASIC register)

View licensee

About Gary John Schroder

Gary John Schroder is a financial adviser based in Brookfield, Queensland, with 14 years of experience in the financial services industry since 2012. Gary is currently authorised under Lifespan Financial Planning. Gary holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Gary's qualifications include a Bachelor of Arts from University of Queensland. Gary is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Restrictions: The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

1985

Bachelor of Arts

University of Queensland

2002

Entry Level Compentencies for Financial Services Professionals

Integratec

Registration History

Lifespan Financial Planning Pty Ltd

Jun 2026 - Present Current

The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Loyalty Financial Services Pty Ltd

Aug 2023 - Jun 2026 Ceased

NEXTGEN FINANCIAL GROUP PTY LTD

Feb 2004 - Aug 2023 Ceased

Excluding Deposit and Payment Products Non-basic Deposit Products, Government Debentures, Stocks or Bonds, Managed Investment Schemes, including IDPS, Retirement Savings Account Products, Securities, Superannuation - All & Standard Margin Lending

Source: ASIC Financial Advisers Register