LANCE ROYLAN STAER
Financial Adviser · Kalamunda, WA
📚 Qualifications & Training
1986 - Bachelor of Business (Accounting and Business Law) - Bachelor Degree (AQF 7) - Curtin University of Technology
2006 - Chartered Accountant - Professional Designations - Chartered Accountants Australia & New Zealand
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2019 - Master of Applied Taxation (Superannuation) - Masters Degree (AQF 9) - University of New South Wales
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
Tax Institute
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.