Lionel Francis Rodrigues – Financial Adviser

Adviser identifying number: 230280
Status: Current
Adviser’s ABN: 99282319937
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: IFM (SECURITIES) PTY LTD
Licence number: 227051
Licensee’s ABN: 55083237227
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/06/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IFM (SECURITIES) PTY LTD
Authorised Representative identifying number: 227051
Authorised Representative’s ABN: 55083237227

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

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Business (Banking and Finance) – Charles Sturt University (Mitchell College of Advance Education)
  • Diploma of Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations:

  • Financial Services Institute of Australia
  • Institute of Public Accountants (IPA)
  • Tax Practitioners Board (Tax Financial Adviser)

Lionel Francis Rodrigues is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products
  • FHSA Issued non ADI