Rodney Lumsden – Financial Adviser

Adviser identifying number: 278025
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 07/07/2004
The date the Financial Adviser ceased the appointment: 07/02/2006
Name of the Authorised Representative: RODNEY LUMSDEN
Authorised Representative identifying number: 000278025
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:

  • ASX Listed Products – LPAC Online
  • Bachelor of Commerce in Finance – University of Wollongong
  • Cavendish & ICFS Specialist SMSF Course – University of Adelaide
  • Graduate Diploma of Financial Planning – Securities Institute
  • Margin Lending & Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Rodney Lumsden is authorised to provide advices on following products: