Financial Adviser · TRARALGON, VIC

Rodney Mark Lavin

38 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000299168

Rodney Mark Lavin is a financial adviser based in Traralgon, Victoria, with 38 years of experience in the financial services industry. Rodney is currently authorised under Fiducian Financial Services Pty Ltd. Rodney 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 Bachelor of Economics from Monash University. Rodney is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner & Fellow.

Authorised to Advise On

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

Restrictions: This adviser is not authorised to give advice on self-managed superannuation funds.

Authorised to provide tax financial advice services

Qualifications and Training

1986

Bachelor of Economics

Monash University

1995

Diploma of Financial Planning

Financial Planning Assocation of Australia

2012

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

2012

Margin Lending

Kaplan Professional

2019

Accredited Listed Product Adviser Program (ALPA)

Kaplan Professional

Registration History

Fiducian Financial Services Pty Ltd

Jan 2021 - Present Current

This adviser is not authorised to give advice on self-managed superannuation funds.

Financial Wisdom Limited

Mar 2006 - Mar 2020 Ceased

Not authorised to provide personal advice on SMSF

Source: ASIC Financial Advisers Register