Financial Adviser
· BENDIGO, VIC
Lorelle Price
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002923
Lorelle Price is a financial adviser based in Bendigo, Victoria, with 16 years of experience in the financial services industry. Lorelle is currently authorised under Lifespan Financial Planning Pty Ltd. Lorelle 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 Certified Financial Planner from Financial Planning Association. Lorelle 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Self Managed Super Funds
Tribeca
2006
Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2010
Certified Financial Planner
Financial Planning Association
2010
Margin Lending & Geared Investments
Kaplan
2017
Bachelor of Business (Management)
Swinburne University of Technology
2025
Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Ltd
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Not authorised to provide personal advice on Securities, SMSF
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register