RODNEY LUMSDEN
Financial Adviser · Coolangatta, QLD
📚 Qualifications & Training
1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University Of Wollongong
2003 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2010 - ASX Listed Products Accreditation Course - Other - FPA
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
2014 - Cavendish & ICFS Specialist SMSF Course - Certificate (AQF 1-4) - University of Adelaide
🏢 Professional Memberships
Stockbrokers and Financial Advisers Association Ltd
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.