Rodney Lavin
CFP®, CPA (FPS), DipFP, BEc, JP - Financial Adviser Authorised Representative - ARN: 299168
Fiducian Financial Services Traralgon
Victoria
- fpsupport@fiducianfs.com.au
- Phone
- 03 5176 0618 0408 395 495
- Address
-
Suite 3, 82 Argyle Street, Traralgon VIC 3844
About Rodney Lavin
Rodney has over 30 years experience in the financial services profession. He is a qualified Accountant holding the designation as a Certified Practising Accountant (CPA) and is professionally accredited as a Specialist in Financial Planning.
Rodney is a CERTIFIED FINANCIAL PLANNER™ professional and has been the Chapter Chairman of the Financial Advice Association Australia’s (FAAA) Gippsland Chapter for more than 10 years.
He spent 14 years as a Senior Financial Planning Manager with a major bank in Gippsland and has run his own boutique Financial Planning practise in Traralgon since 2006.
Rodney is a Registered Tax Agent and is also a long standing Justice of the Peace (JP).
Rodney has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Rodney Lavin
Rodney has over 30 years experience in the financial services profession. He is a qualified Accountant holding the designation as a Certified Practising Accountant (CPA) and is professionally accredited as a Specialist in Financial Planning.
Rodney is a CERTIFIED FINANCIAL PLANNER™ professional and has been the Chapter Chairman of the Financial Advice Association Australia’s (FAAA) Gippsland Chapter for more than 10 years.
He spent 14 years as a Senior Financial Planning Manager with a major bank in Gippsland and has run his own boutique Financial Planning practise in Traralgon since 2006.
Rodney is a Registered Tax Agent and is also a long standing Justice of the Peace (JP).
Rodney has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility