Lionel Francis Rodrigues
Financial Adviser in The Rocks, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000230280
- Location
- The Rocks NSW 2000
- Licensee
- Ifm (Securities) Pty Ltd (AFSL 227051)
- Authorised since
- 16 June 2003
- First provided advice
- 1998
- Qualifications
- Bachelor of Business (Banking and Finance), Charles Sturt University (Mitchell College of Advance Education) (1987); Diploma of Financial Planning, Deakin University (2000); Master of Financial Planning, Deakin (2020); Master of Laws, Deakin University (2022)
- Memberships
- Financial Services Institute of Australia; Institute of Public Accountants (IPA); Tax Practitioners Board (Tax Financial Adviser)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Lionel Francis Rodrigues
On the Financial Advisers Register kept by ASIC, Lionel Francis Rodrigues appears as a current financial adviser in The Rocks, New South Wales, adviser number 000230280.
Advice is given under the Australian financial services licence of Ifm (Securities) Pty Ltd, licence number 227051. That authorisation dates from 16 June 2003.
The register records 1998 as the year Lionel first provided financial advice. Qualifications and training on file include Bachelor of Business (Banking and Finance) (Charles Sturt University (Mitchell College of Advance Education), 1987), Diploma of Financial Planning (Deakin University, 2000) and Master of Financial Planning (Deakin, 2020). Lionel is recorded as a member of Financial Services Institute of Australia, Institute of Public Accountants (IPA) and Tax Practitioners Board (Tax Financial Adviser).
Lionel 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 Lionel Francis Rodrigues a registered financial adviser?
Yes. Lionel Francis Rodrigues is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000230280.
Which licensee does Lionel Francis Rodrigues work under?
Ifm (Securities) Pty Ltd, Australian financial services licence 227051.
What can Lionel Francis Rodrigues 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.