Financial Adviser
· CANBERRA, ACT
Adam Lawrance
No disciplinary history on record with ASIC
CANBERRA,
ACT
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003138
Adam Lawrance is a financial adviser based in Canberra, Australian Capital Territory, with 15 years of experience in the financial services industry since 2011. Adam is currently authorised under Zuppe International, operating through Lpw Australia. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam's qualifications include a Master of Financial Planning from Deakin University. Adam is a member of Financial Advice Association of Australia (FAAA) and Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce (Finance & Accounting)
Australian National University
2012
Margin Lending Accreditation
Stockbrokers Association of Australia
2012
Professional Diploma of Stockbroking
Stockbrokers Association of Australia
2013
ADA Level 1 & 2
Kaplan
2013
Diploma of Financial Planning
Kaplan
2023
Master of Financial Planning
Deakin University