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