Lionel Rodrigues Financial Planner Report

Name:
Lionel Francis Rodrigues

Rep Number:
000230280

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2003-06-16 onwards

Location:
Sydney, , NSW, 0

ABN:
99 282 319 937

Licensee
Name:

Number:
000227051

ABN:
55 083 237 227

Appointed By
Name:
Ifm (securities) Pty Ltd

Licence Number:
000227051

ABN:
55 083 237 227

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Miscellaneous Financial Investment Products
Retirement Savings Account Products
Securities
Superannuation

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

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