Lucas Clayton Financial Planner Report

Name:
Lucas Joseph Clayton

Rep Number:
000438734

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2017-03-30 onwards

Licensee
Name:

Number:
000237504

ABN:
41 002 574 923

Controlled By:

Appointed By
Name:
Macquarie Equities Limited

Licence Number:
000237504

ABN:
41 002 574 923

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
RMIT
Bachelor of Business (Financial Planning)
TAL
Business Insurance Master Class
Financial Planning Association
Certified Financial Planner (CFP)
Kaplan
Self-Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)