RODNEY MARK LAVIN
Financial Adviser · Traralgon, VIC
📚 Qualifications & Training
1986 - Bachelor of Economics - - Monash University
1995 - Diploma of Financial Planning - - Financial Planning Assocation of Australia
2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
2012 - Margin Lending - - Kaplan Professional
2019 - Accredited Listed Product Adviser Program (ALPA) - Other - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner & Fellow
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.