LIONEL FRANCIS RODRIGUES
Financial Adviser ยท The Rocks, NSW
๐ 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
๐ข Professional Memberships
Financial Services Institute of Australia
Institute of Public Accountants (IPA)
Tax Practitioners Board (Tax Financial Adviser)
โน๏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.