Financial Adviser
· NEWSTEAD, QLD
Colby James Lanphere
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001303353
Colby James Lanphere is a financial adviser based in Newstead, Queensland, with 2 years of experience in the financial services industry since 2024. Colby is currently authorised under Lunaris Wealth. Colby holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Colby holds a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
Source: ASIC Financial Advisers Register