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Financial Advisers: LANCE ROYLAN STAER Information

This is the detailed information about LANCE ROYLAN STAER, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000300205, the year the Financial Adviser first provided advice is 2013 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:43.

Financial Adviser Number: 000300205
Financial Adviser Name: LANCE ROYLAN STAER
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2013
Adviser Town: Kalamunda
Adviser State: WA
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: INTEGRATED FINANCIAL ADVICE PTY LTD
    Licence Number: 000483119
    The company(ies) or people who control the licensee's business: Lance Roylan STAER
    The date the Financial Adviser commenced the appointment: 2016-10-17
    Authorised Representative Name: INTEGRATED FINANCIAL ADVICE PTY LTD
    Authorised Representative Number: 000483119
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Accounting and Business Law) - Curtin University of Technology ~ CA SMSF Specialist - University of New South Wales ~ Chartered Accountant - Chartered Accountants Australia & New Zealand ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Applied Taxation (Superannuation) - University of New South Wales
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ) ~ Financial Planning Association of Australia (FPA) ~ Institute of Public Accountants (IPA) ~ Tax Institute
  2. Financial Adviser Status: Ceased
    Name of the licence holder: BROUGHAM & VAUX (AUST.) PTY LTD
    Licence Number: 000394795
    Licence ABN: 56147788216
    The date the Financial Adviser commenced the appointment: 2013-02-18
    The date the Financial Adviser ceased the appointment: 2016-10-27
    Authorised Representative Name: BROUGHAM & VAUX (AUST.) PTY LTD
    Authorised Representative Number: 000394795
    Rep Appointed ABN: 56147788216
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Accounting and Business Law) - Curtin University of Technology ~ CA SMSF Specialist - University of New South Wales ~ Chartered Accountant - Chartered Accountants Australia & New Zealand ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Applied Taxation (Superannuation) - University of New South Wales
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ) ~ Financial Planning Association of Australia (FPA) ~ Institute of Public Accountants (IPA) ~ Tax Institute

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.