Lance Everard Swansbra
Financial Adviser in Hamilton South, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000301425
- Location
- Hamilton South NSW 2303
- Licensee
- Braeside Wealth Pty Ltd (AFSL 538563)
- Authorised since
- 1 July 2022
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, University of Newcastle (2003); Diploma of Financial Services (Financial Planning), Tribeca (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2007); Certified Financial Planner, FAAA (2011); Margin Lending and Geared Investments, Kaplan (2011); SMSF, Kaplan (2014); Ethics and Professionalism in Financial Advice, Kaplan (2025)
- Memberships
- CFP - Certified Financial Planner (FPA); 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 Lance Everard Swansbra
On the Financial Advisers Register kept by ASIC, Lance Everard Swansbra appears as a current financial adviser in Hamilton South, New South Wales, adviser number 000301425.
The licensee Lance advises under is Braeside Wealth Pty Ltd (AFS licence 538563). The current authorisation started on 1 July 2022.
The register records 2006 as the year Lance first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Newcastle, 2003), Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2007). Professional memberships recorded: CFP – Certified Financial Planner (FPA) and 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 Lance Everard Swansbra a registered financial adviser?
Yes. Lance Everard Swansbra is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301425.
Which licensee does Lance Everard Swansbra work under?
Braeside Wealth Pty Ltd, Australian financial services licence 538563.
What can Lance Everard Swansbra 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.