Lance Rowlands
Financial Adviser
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About
Lance Rowlands is an ASIC-registered financial adviser based in Maroochydore, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong educational foundation including a Diploma and Advanced Diploma of Financial Services (Financial Planning) from AMP Limited, a Certificate IV in Finance/Mortgage Broking from MFAA, and a Diploma of Finance and Mortgage Broking Management from FARSTA, Lance possesses the expertise to guide you through various financial decisions. He further enhanced his professional knowledge with MAI769 Ethics for Financial Services from Deakin University, ensuring ethical and responsible advice. As a member of the Mortgage & Finance Association of Australia (MFAA), Lance is committed to upholding the highest standards of professionalism and integrity. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. Lance can provide advice in the following areas: • Superannuation advice • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Retirement planning for a secure future • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Lance today for a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Lance Rowlands offer?
Lance Rowlands specialises in superannuation advice, insurance, wealth management, and retirement planning, among other financial products. He can provide tailored strategies to help you achieve your specific financial goals.
What are Lance Rowlands' qualifications and experience?
Lance holds a Diploma and Advanced Diploma of Financial Services (Financial Planning), a Certificate IV in Finance/Mortgage Broking, and a Diploma of Finance and Mortgage Broking Management. He also completed MAI769 Ethics for Financial Services from Deakin University. He has been working as a financial adviser since 2006.
How does Lance Rowlands approach financial planning?
Lance takes a client-focused approach, starting with understanding your individual circumstances, goals, and risk tolerance. He then develops a personalised financial plan designed to help you achieve your objectives, providing ongoing support and advice along the way.
What professional memberships does Lance Rowlands hold?
Lance is a member of the Mortgage & Finance Association of Australia (MFAA), demonstrating his commitment to ethical and professional standards within the financial services industry.
What can I expect during my initial consultation with Lance Rowlands?
During your first meeting, Lance will discuss your financial situation, goals, and any concerns you may have. This is an opportunity for you to ask questions and determine if his services are the right fit for you. There is no obligation to proceed after the initial consultation.
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