Lance Everard Swansbra – Financial Adviser

Adviser identifying number: 301425
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: FORSYTHES FINANCIAL SERVICES PTY LTD
Licence number: 240946
Licensee’s ABN: 17081861261
Licence controlled by: AMP LIMITED

The date the Financial Adviser commenced the appointment: 31/12/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORSYTHES FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 240946
Authorised Representative’s ABN: 17081861261

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:

• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
• Bachelor of Commerce (Finance) – University of Newcastle
• Bachelor of Commerce (Finance) – University of Newcastle
• Diploma of Financial Services (Financial Planning) – Tribeca
• Diploma of Financial Services (Financial Planning) – Tribeca

Relevant memberships of professional bodies or industry associations:

• CFP – Certified Financial Planner (FPA)
• CFP – Certified Financial Planner (FPA)
• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

Lance Everard Swansbra is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• 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