ROY MASSEY

Financial Adviser ยท Nelson Bay, NSW

Registered

Registration Number

000313653

Registration Status

Registered

Location

Nelson Bay, NSW 2315

Providing Advice Since

2005

Registration Date

13/03/2015

Financial Services Licensee

LONSDALE FINANCIAL GROUP PTY LTD

Licence #000246934

๐Ÿ“š Qualifications & Training

2007 - Bachelor of Business (Financial Planning Major) - - University of Technology Sydney
2009 - Graduate Diploma of Applied Finance - - Kaplan Professional Education
2012 - Certified Financial Planner - - Financial Planning Association

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.