- Home
- Financial Advisers Australia (FAA)
- Lorelle Price
Lorelle Price
- Name
- Lorelle Price
- ID
- 1002923
- ABN
- –
- First Provided Advice
- 2010
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2004 - Self Managed Superannuation Funds - Other - Tribeca
- 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
- 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
- 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
- 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
- 2017 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - Swinburne University of Technology
- 2022 - TPB506FA Australian Taxation Law for Tax (financial) Advisers - Other - AAMC Training Group
- 2022 - TPB507FA Commercial Law for Tax (financial) Advisers - Other - AAMC Training Group
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Oracle Advisory Group Pty. Ltd. (#540806)
- Commenced
- March 20, 2023
- Ceased
- Oct. 11, 2024
- Status
- Ceased
- Licence Holder
- Oracle Investment Management Pty Ltd (#430574)
- Commenced
- May 30, 2022
- Ceased
- March 20, 2023
- Status
- Current
- Licence Holder
- Count Financial Limited (#227232)
- Commenced
- Dec. 13, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Commonwealth Financial Planning Limited (#231139)
- Commenced
- Dec. 5, 2018
- Ceased
- June 21, 2019
- Status
- Ceased
- Licence Holder
- Commonwealth Financial Planning Limited (#231139)
- Commenced
- March 6, 2012
- Ceased
- July 1, 2015
- Status
- Ceased
- Licence Holder
- Lonsdale Financial Group Limited (#246934)
- Commenced
- March 20, 2010
- Ceased
- Jan. 27, 2012