Financial Adviser · KALAMUNDA, WA

Lance Roylan Staer

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000300205

Lance Roylan Staer is a financial adviser based in Kalamunda, Western Australia, with 13 years of experience in the financial services industry. Lance is currently authorised under Integrated Financial Advice Pty Ltd. 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 Master of Applied Taxation (Superannuation) from University of New South Wales. Lance is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA) and Tax Institute.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1986
Bachelor of Business (Accounting and Business Law)
Curtin University of Technology
2006
Chartered Accountant
Chartered Accountants Australia & New Zealand
2010
Diploma of Financial Services (Financial Planning)
Kaplan
2019
Master of Applied Taxation (Superannuation)
University of New South Wales

Registration History

Oct 2016 - Present Current
BROUGHAM & VAUX (AUST.) PTY LTD
Feb 2013 - Oct 2016 Ceased

Source: ASIC Financial Advisers Register