Data sourced from ASIC Financial Advisers Register
Financial Adviser · MAROOCHYDORE, QLD

Lance Colin Rowlands

27 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000249444

Lance Colin Rowlands is a financial adviser based in Maroochydore, Queensland, with 27 years of experience in the financial services industry. Lance is currently authorised under Akumin Financial Planning Pty Limited. Lance 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 Advanced Diploma of Financial Services (Financial Planning) from AMP Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Financial Planning)
AMP Limited
2007
Advanced Diploma of Financial Services (Financial Planning)
AMP Limited
2009
Certificate IV Financial Services (Finance/Mortgage Broking)
Mortgage & Finance Association of Australia (MFAA)
2013
Diploma of Finance and Mortgage Broking Management
Finance & Related Services Training Academy (FARSTA)
2020
MAI769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register