GREGORY LUCAS (Adviser# 000242268) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 4, 2018.
| Register Name | Financial Advisers |
| Adviser Name | GREGORY LUCAS |
| Adviser Number | 000242268 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000429718 LIBERTAS FINANCIAL PLANNING PTY LTD |
| Licence ABN | 27160419134 |
| Adviser Start Date | 2018-07-04 |
| Appointing Representative Name | LIBERTAS FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000429718 |
| Appointing Representative ABN | 27160419134 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Excluding Direct Securities, Derivatives, Self Managed Superannuation Funds and Standard Margin Lending |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor Degree | Commerce - Bond University |
| Masters Degree | Business Administration - Griffith University |
| The Certified Financial Planner Education Program (CFP1-CFP4) | FPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000429718 |
LIBERTAS FINANCIAL PLANNING PTY LTD
Further restrictions: Excluding Direct Securities, Derivatives, Self Managed Superannuation Funds and Standard Margin Lending |
2018-07-04 - | LIBERTAS FINANCIAL PLANNING PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2016-07-01 - 2018-06-29 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2003-12-01 - 2016-07-01 | APOGEE FINANCIAL PLANNING LIMITED |
| Licence Name | LIBERTAS FINANCIAL PLANNING PTY LTD |
| Licence Number | 000429718 |
| Licence ABN | 27160419134 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRUCE BERNHARDT FOYE | Libertas Financial Planning Pty Ltd | Current | 2018-07-24 |
| SANJAY INDRAVADAN MEHTA | Libertas Financial Planning Pty Ltd | Ceased | 2018-07-09 |
| DOUGLAS DAVID TOGNOLINI | Libertas Financial Planning Pty Ltd | Current | 2018-07-05 |
| ANDREW DOUGHERTY | Libertas Financial Planning Pty Ltd | Current | 2018-07-05 |
| ALLAN DAVID MOORE | Libertas Financial Planning Pty Ltd | Current | 2018-07-04 |
| GLENN ALLAN CAMERON | Libertas Financial Planning Pty Ltd | Current | 2018-07-04 |
| BRIGETTE SQUILLACIOTI | Libertas Financial Planning Pty Ltd | Current | 2018-03-09 |
| AYMERIC LECOLE | Libertas Financial Planning Pty Ltd | Current | 2017-11-09 |
| ELIZABETH NATALIE SALINAS | Libertas Financial Planning Pty Ltd | Current | 2017-11-01 |
| BLANCHE CHAN | Libertas Financial Planning Pty Ltd | Current | 2017-11-01 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.