Gregory Lucas Financial Planner Report

Name:
Gregory Lucas

Rep Number:
000242268

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

Licensee
Name:

Number:
000307248

ABN:
87 112 139 321

Controlled By:

Appointed By
Name:
Dover Financial Advisers Pty Ltd

Licence Number:
000307248

ABN:
87 112 139 321

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
Bond University
Bachelor Degree - Commerce
Griffith University
Masters Degree - Business Administration
FPA
The Certified Financial Planner Education Program (CFP1-CFP4)

Memberships
Financial Planning Association of Australia (FPA)