Scott Lucas Financial Planner Report

Name:
Scott Graham Lucas

Rep Number:
000230819

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

Location:
Hamilton, , NSW, 0

Licensee
Name:

Number:
000227043

ABN:
57 003 811 854

Controlled By:

Appointed By
Name:
Novatax Pty. Limited

Licence Number:
000227043

ABN:
57 003 811 854

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planner
RMIT University
Diploma of Financial Planning
Institute of Chartered Accountants
Financial Planning Specialist
Institute of Chartered Accountants Australia
Qualified Chartered Accountant
SMSF Association
SMSF Specialist Adviser

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)