Rodney Lumsden
Financial Adviser in Tweed Heads, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000278025
- Location
- Tweed Heads NSW 2485
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 3 May 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, University Of Wollongong (1997); Graduate Diploma Financial Planning, Kaplan (2003); ASX Listed Products Accreditation Course, FPA (2010); Margin Lending and Geared Investments, Kaplan (2011); Cavendish & ICFS Specialist SMSF Course, University of Adelaide (2014)
- Memberships
- Stockbrokers and Financial Advisers Association Ltd
- 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 Rodney Lumsden
On the Financial Advisers Register kept by ASIC, Rodney Lumsden appears as a current financial adviser in Tweed Heads, New South Wales, adviser number 000278025.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 3 May 2021.
According to the register, Rodney first provided financial advice in 2004. The qualifications listed for Rodney include Bachelor of Commerce (University Of Wollongong, 1997), Graduate Diploma Financial Planning (Kaplan, 2003) and ASX Listed Products Accreditation Course (FPA, 2010). Rodney is recorded as a member of Stockbrokers and Financial Advisers Association Ltd.
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 Rodney Lumsden a registered financial adviser?
Yes. Rodney Lumsden is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000278025.
Which licensee does Rodney Lumsden work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Rodney Lumsden 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.