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  3. Rodney John Lingard

Rodney John Lingard

Name
Rodney John Lingard
ID
248734
ABN
40680340146
First Provided Advice
2004

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2018 - Commercial Law for Tax (Financial) Advisers - - AAMC Training Group
  • 2018 - Diploma of Financial Planning - - Mentor Education
  • 2019 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Hunter Green Pty Ltd (#225962)
Commenced
July 15, 2019
Ceased
June 30, 2020
Status
Ceased
Licence Holder
Insight Investment Partners Pty Ltd (#368175)
Commenced
July 1, 2020
Ceased
Feb. 25, 2021
Status
Ceased
Licence Holder
Masu Financial Management Pty Ltd (#231140)
Commenced
Jan. 25, 2022
Ceased
Dec. 7, 2022
Status
Ceased
Licence Holder
Masu Financial Management Pty Ltd (#231140)
Commenced
March 29, 2021
Ceased
Jan. 24, 2022
Status
Ceased
Licence Holder
Shartru Wealth Management Pty Ltd (#422409)
Commenced
Dec. 7, 2022
Ceased
July 31, 2024
Status
Current
Licence Holder
Wealth Partners Holdings Pty ltd (#501929)
Commenced
Aug. 6, 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
Amp Financial Planning Pty Limited (#232706)
Commenced
Jan. 1, 2004
Ceased
Dec. 13, 2004
Status
Ceased
Licence Holder
Aon Hewitt Financial Advice Limited (#239183)
Commenced
Dec. 12, 2018
Ceased
July 15, 2019
Status
Ceased
Licence Holder
Futuro Financial Services Pty Ltd (#238478)
Commenced
Dec. 13, 2004
Ceased
Aug. 11, 2006