Financial Adviser
· FRANKSTON, VIC
Lyle Andrew Weir
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000287662
Lyle Andrew Weir is a financial adviser based in Frankston, Victoria, with 28 years of experience in the financial services industry. Lyle is currently authorised under Integrity Financial Planners Pty. Ltd.. Lyle 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. Lyle 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
1996
Bachelor of Commerce
Deakin University
2001
Graduate Certificate in Financial Planning
Securities Institute of Australia
2004
Certified Financial Planner
Financial Planning Association