Finlay Lafleur
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004640
- Location
- Sydney NSW 2000
- Licensee
- Rounded Wealth Advisory Pty Ltd (AFSL 523251)
- Authorised since
- 6 July 2020
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce (Finance), University Of Western Sydney (2000); Bachelor of Commerce (Honours), University Of Western Sydney (2001); Advanced Diploma of Financial Planning, Kaplan (2007); Margin Lending and Geared Investments, Kaplan (2010); Certified Financial Planner, FPA (2013); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Finlay Lafleur
Finlay Lafleur is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001004640).
The licensee Finlay advises under is Rounded Wealth Advisory Pty Ltd (AFS licence 523251). The current authorisation started on 6 July 2020.
According to the register, Finlay first provided financial advice in 2002. The qualifications listed for Finlay include Bachelor of Commerce (Finance) (University Of Western Sydney, 2000), Bachelor of Commerce (Honours) (University Of Western Sydney, 2001) and Advanced Diploma of Financial Planning (Kaplan, 2007). Finlay is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Finlay Lafleur a registered financial adviser?
Yes. Finlay Lafleur is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004640.
Which licensee does Finlay Lafleur work under?
Rounded Wealth Advisory Pty Ltd, Australian financial services licence 523251.
What can Finlay Lafleur give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.