LIONEL FRANCIS RODRIGUES

Financial Adviser ยท The Rocks, NSW

Registered

Registration Number

000230280

Registration Status

Registered

Location

The Rocks, NSW 2000

Providing Advice Since

1998

Registration Date

16/06/2003

Financial Services Licensee

IFM (SECURITIES) PTY LTD

Licence #000227051

ABN (Australian Business Number)

99282319937

๐Ÿ“š Qualifications & Training

1987 - Bachelor of Business (Banking and Finance) - - Charles Sturt University (Mitchell College of Advance Education)
2000 - Diploma of Financial Planning - - Deakin University
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin
2022 - Master of Laws - Masters Degree (AQF 9) - Deakin University

๐Ÿข Professional Memberships

Financial Services Institute of Australia
Institute of Public Accountants (IPA)
Tax Practitioners Board (Tax Financial Adviser)

โ„น๏ธ 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.