Lance Colin Rowlands
Financial Adviser in Maroochydore, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249444
- Location
- Maroochydore QLD 4558
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Limited (2006); Advanced Diploma of Financial Services (Financial Planning), AMP Limited (2007); Certificate IV Financial Services (Finance/Mortgage Broking), Mortgage & Finance Association of Australia (MFAA) (2009); Diploma of Finance and Mortgage Broking Management, Finance & Related Services Training Academy (FARSTA) (2013); MAI769 Ethics for Financial Services, Deakin University (2020)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Lance Colin Rowlands
Lance Colin Rowlands is a financial adviser in Maroochydore, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000249444.
Lance provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 1 January 2004.
According to the register, Lance first provided financial advice in 1999. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (AMP Limited, 2006), Advanced Diploma of Financial Services (Financial Planning) (AMP Limited, 2007) and Certificate IV Financial Services (Finance/Mortgage Broking) (Mortgage & Finance Association of Australia (MFAA), 2009).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Lance Colin Rowlands a registered financial adviser?
Yes. Lance Colin Rowlands is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249444.
Which licensee does Lance Colin Rowlands work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Lance Colin Rowlands 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."