Financial Adviser · DONCASTER, VIC

Lyndon James Piastri

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001250601

Lyndon James Piastri is a financial adviser based in Doncaster, Victoria, with 10 years of experience in the financial services industry. Lyndon is currently authorised under Charter Financial Planning Limited. Lyndon 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 Higher Education Pty 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

2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2018
Margin Lending
Kaplan Higher Education Pty Limited
2019
Self Managed Superannuation Funds
Monarch Institute
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Dec 2024 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Nov 2023 - Aug 2024 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Dec 2016 - Nov 2020 Ceased
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