Lance Roylan Staer – Financial Adviser

Adviser identifying number: 300205
Status: Current
Adviser’s ABN: 22664158231
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: INTEGRATED FINANCIAL ADVICE PTY LTD
Licence number: 483119
Licensee’s ABN:
Licence controlled by: Lance Roylan STAER

The date the Financial Adviser commenced the appointment: 17/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTEGRATED FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 483119
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business (Accounting & Business Law) – Curtin University of Technology
• CA SMSF Specialist Accreditation – UNSW
• Diploma of Financial Services – KAPLAN
• Graduate Diploma (Chartered Accountant) – Chartered Accountants Australia & New Zealand
• Postgraduate Diploma of Business – Curtin University of Technology

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• Institute of Public Accountants (IPA)
• Tax Institute

Lance Roylan Staer is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility