Lance Staer
Financial Adviser
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About
Lance Staer is an ASIC-registered financial adviser based in Kalamunda, WA, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a strong foundation in accounting and taxation, Lance brings a wealth of knowledge and experience to his practice. He holds a Bachelor of Business (Accounting and Business Law) from Curtin University of Technology, is a Chartered Accountant with Chartered Accountants Australia & New Zealand, holds a Diploma of Financial Services (Financial Planning) from Kaplan, and a Master of Applied Taxation (Superannuation) from the University of New South Wales. Lance is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. As a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), the Institute of Public Accountants (IPA), and the Tax Institute, Lance adheres to the highest ethical and professional standards. Lance offers a holistic approach to financial planning, tailoring strategies to meet each client's unique circumstances and objectives. His key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Take control of your financial future. Contact Lance Staer today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Lance Staer provide?
Lance Staer provides advice on superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a comprehensive financial plan tailored to your specific needs.
What are Lance Staer's qualifications?
Lance holds a Bachelor of Business (Accounting and Business Law), is a Chartered Accountant, holds a Diploma of Financial Services (Financial Planning), and a Master of Applied Taxation (Superannuation).
What is the process of working with Lance Staer?
The process typically begins with an initial consultation to understand your financial situation and goals. Lance will then develop a personalized financial plan, implement the strategies, and provide ongoing support and reviews.
How can Lance Staer help me with my superannuation?
Lance can provide advice on superannuation contributions, investment options within your super fund, and strategies for maximizing your retirement savings.
What professional memberships does Lance Staer hold?
Lance is a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), the Institute of Public Accountants (IPA), and the Tax Institute.
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