LANCE EVERARD SWANSBRA
Financial Adviser · Hamilton South, NSW
📚 Qualifications & Training
2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2011 - Certified Financial Planner - Professional Designations - FAAA
2011 - Margin Lending and Geared Investments - - Kaplan
2014 - SMSF - - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.