Lance Rowlands
Director,
Senior Financial Planner,
Accredited Mortgage Consultant
Lance is the Director and Senior Financial Planner of the firm. He is the visionary behind our development and strategic growth.
He has been a Financial Planner since 1999 and he undertakes continuous accreditation to ensure he is abreast of the constantly changing industry. He has completed an Advanced Diploma of Financial Services (Financial Planning) - Adv Dip FS (FP) as well as a Diploma of Finance and Mortgage Broking Management making him an Accredited Mortgage Consultant.
Lance has a passion for supporting the communities where our clients work & live. He generously donates both time & money to several sporting clubs & charities in the Sunshine Coast, Gympie & South Burnett areas. In his spare time Lance enjoys a social game of golf, going to the gym & surfing with his two boys.
Lance and wife Trena-Jane enjoy a busy lifestyle juggling family, social activities and work life.
Advice I specialise in includes:
- Retirement planning
- Superannuation
- budget planning
- Wealth protection
- Wealth management
- Investment planning
- Banking solutions
- Small business advice
General advice I provide:
- Estate planning
- Salary packaging
- Group insurance
- Company insurance
Qualifications:
- Advanced Diploma of Financial Planning
- Certificate IV Financial Services (Finance/Mortgage Broking)
- Diploma of Finance and Mortgage Broking Management
Memberships and Associations:
- MFAA - Mortgage & Finance Association of Australia
- FPA - Financial Planning Association
Charities of choice:
Proud supporters of local sporting clubs including:
- Caloundra Junior Lighthouse Rugby Union Club
- Kawana Junior Rugby League Club
- Gympie Devils Rugby League Club