Rodney Mark Lavin
Financial Adviser in Traralgon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000299168
- Location
- Traralgon VIC 3844
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 7 January 2021
- First provided advice
- 1988
- Qualifications
- AF211 Business Law (as part of the Bachelor of Economics), Monash University (1985); AF3150 Income Tax Law (as part of the Bachelor of Economics), Monash University (1985); Bachelor of Economics, Monash University (1986); Diploma of Financial Planning, Financial Planning Assocation of Australia (1995); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); Margin Lending, Kaplan Professional (2012); Accredited Listed Product Adviser Program (ALPA), Kaplan Professional (2019)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner & Fellow
- Advice areas
- superannuation, 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
- This adviser is not authorised to give advice on self-managed superannuation funds.
- Tax (financial) advice
- Yes
- Register status
- Current
About Rodney Mark Lavin
Rodney Mark Lavin is a financial adviser in Traralgon, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000299168.
Rodney provides advice as an authorised representative of Fiducian Financial Services Pty Ltd, which holds Australian financial services licence 231103. That authorisation dates from 7 January 2021.
According to the register, Rodney first provided financial advice in 1988. The qualifications listed for Rodney include AF211 Business Law (as part of the Bachelor of Economics) (Monash University, 1985), AF3150 Income Tax Law (as part of the Bachelor of Economics) (Monash University, 1985) and Bachelor of Economics (Monash University, 1986). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner & Fellow.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This adviser is not authorised to give advice on self-managed superannuation funds.”
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Questions people ask
Is Rodney Mark Lavin a registered financial adviser?
Yes. Rodney Mark Lavin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000299168.
Which licensee does Rodney Mark Lavin work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can Rodney Mark Lavin give advice on?
The register lists these advice areas: superannuation; 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: "This adviser is not authorised to give advice on self-managed superannuation funds."