Lance Swansbra
Principal Advisor | CFP®, CA, BCom
I'm a country boy, originally from a town west of Parkes. My family owned a farm in a small part of the world called Bogan Gate.
Growing up in rural Australia, I couldn't have wished for a better experience. It taught me to be honest, work hard and help others.
I've taken these lessons and built a business that helps people align their money decisions with personal values for more fulfilling futures.
As much as I love numbers, graphs and charts, I get the biggest buzz from getting to know my clients.
Giving back matters a lot to all of us at Braeside, proudly supporting local charities including Got Your Back Sista, and National Tree Day.
Outside office hours, you'll find me at the beach, keeping fit, and supporting the mighty Canberra Raiders.
Something people don't know about me
I went to a tiny primary school where every student shared a single classroom!
Qualifications
Certified Financial Planner®
Chartered Accountant
Bachelor of Commerce
In the hot seat with Lance
What does financial freedom mean to you?
Having the ability to create memories with my family and friends.
If you could have dinner with anyone dead or alive who would it be?
Jerry Seinfeld - I grew up watching Seinfeld and I still love the show now. It would be great to share a a meal and a few laughs
What's your favourite quote?
"Whether you think you can, or you think you can't – you're right." ~ Henry Ford
If you could live in any city in the world for a year, where would it be and why?
Copenhagen – Everyone says the people are great and I imagine the climate is pretty much the opposite of Australia, so that would be a memorable experience