Brian Lucas Financial Planner Report

Name:
Brian Leonard Lucas

Rep Number:
000249426

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2005-08-24 onwards

Location:
Parkside, , SA, 0

ABN:
80 496 640 064

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

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

Qualifications
Financial Planning Assocation of Australia (FPA)
Diploma of Financial Planning
RMIT University
Master of Financial Planning

Memberships
Association of Financial Advisers (AFA)
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)