Financial Adviser · FORTITUDE VALLEY, QLD

Lance Cheung

FORTITUDE VALLEY, QLD
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000271252
Currently at
Fortitude Valley, QLD (firm address)

About Lance Cheung

Lance Cheung is a financial adviser based in Fortitude Valley, Queensland, with 22 years of experience in the financial services industry since 2004. Lance is currently authorised under Connectus AFSL, operating through Focus Partners Financial Planning. Lance holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lance's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association. Lance is a member of Finance Brokers Association of Australia (FBAA), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Commerce in Financial Planning & Investments
Griffith University
2011
Certificate IV in Mortgage Broking
Intellitrain
2011
Certified Financial Planner (CFP)
Financial Planning Association
2014
Master of Taxation & Financial Planning
University of New South Wales

Registration History

Jan 2026 - Present Current
May 2017 - Jan 2026 Ceased
Aug 2014 - May 2017 Ceased
WATERMARK AFSL PTY LTD
Aug 2011 - Jul 2014 Ceased
A.C.N. 116 900 362 LIMITED
Nov 2010 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register