Lance Roylan Staer
Financial Adviser in Kalamunda, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000300205
- Location
- Kalamunda WA 6076
- Licensee
- Integrated Financial Advice Pty Ltd (AFSL 483119)
- Authorised since
- 17 October 2016
- First provided advice
- 2013
- Qualifications
- Bachelor of Business (Accounting and Business Law), Curtin University of Technology (1986); Chartered Accountant, Chartered Accountants Australia & New Zealand (2006); Diploma of Financial Services (Financial Planning), Kaplan (2010); Master of Applied Taxation (Superannuation), University of New South Wales (2019)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA); Tax Institute
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Lance Roylan Staer
On the Financial Advisers Register kept by ASIC, Lance Roylan Staer appears as a current financial adviser in Kalamunda, Western Australia, adviser number 000300205.
Advice is given under the Australian financial services licence of Integrated Financial Advice Pty Ltd, licence number 483119. The current authorisation started on 17 October 2016.
According to the register, Lance first provided financial advice in 2013. Qualifications and training on file include Bachelor of Business (Accounting and Business Law) (Curtin University of Technology, 1986), Chartered Accountant (Chartered Accountants Australia & New Zealand, 2006) and Diploma of Financial Services (Financial Planning) (Kaplan, 2010). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).
Lance is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Roylan Staer a registered financial adviser?
Yes. Lance Roylan Staer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300205.
Which licensee does Lance Roylan Staer work under?
Integrated Financial Advice Pty Ltd, Australian financial services licence 483119.
What can Lance Roylan Staer give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.