Lance Cheung

Parinity Pty Ltd

Gold
18 Yrs Experience
Camp Hill, QLD 4152
At Parinity, our advice is all encompassing and is purely focused on helping our clients achieve the goals that are important to them.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Master of Taxation and Financial Planning
  • Language spoken
    • English

Parinity Pty Ltd

46 Samuel Street
Camp Hill, QLD 4152

Opening hours

  • 8:00am – 5:00pm Monday, Friday
  • 8:00am – 7:00pm Tuesday – Thursday

Licensed by

The Parinity Group Pty. Ltd.

AFSL 458943

4.90
3 Reviews
5
4
3
2
1
4.60
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

Sort by

4.75

"."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"What I have really been impressed with is Lances committment to really understand what you want in life then how to go about it. The initial goal mapping exercise is such a great tool and not everyone does it! I really value the attention to detail and highly personalised level of service!"

  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Engaged with Parinity and Lance has seen my financial position totally revamped end to end, from insurance to tax, property and Superannuation. Having a plan, having the advise and direction has made such a different to my life and my family. Looking forward to a long and productive connection with Lance."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Financial Planning and Investments)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2003

Certificate IV in Mortgage Broking

Level
4 - Certificate IV
Institution
Australis College (prev Intellitrain)
Completed
2011

Master of Taxation and Financial Planning

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
2014

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Professional Memberships

Financial Brokers Association of Australia (FBAA)

Membership type
Associate

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

The Tax Institute

Membership type
Associate
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