WAYNE LUCERNE (Adviser# 000255352) 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 January 10, 2018.
| Register Name | Financial Advisers |
| Adviser Name | WAYNE LUCERNE |
| Adviser Number | 000255352 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 27056182351 |
| Adviser First Advice Year | 1994 |
| Financial Service (AFS) Licence |
Licence# 000288421 LIFESTYLE ASSET MANAGEMENT PTY LTD |
| Licence ABN | 58113067968 |
| Adviser Start Date | 2018-01-10 |
| Appointing Representative Name | LIFESTYLE ASSET MANAGEMENT PTY LTD |
| Appointing Representative Number | 000288421 |
| Appointing Representative ABN | 58113067968 |
| Memberships |
Finance Brokers Association of Australia (FBAA) SMSF Association Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Deakin |
| Diploma of Financial Services (Financial Planning) | Kaplan |
| Margin Lending and Geared Investments | Kaplan |
| SMSF Specialist Adviser | SPAA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000288421 | LIFESTYLE ASSET MANAGEMENT PTY LTD | 2018-01-10 - | LIFESTYLE ASSET MANAGEMENT PTY LTD |
| 000286786 |
SENTRY FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2016-08-18 - 2018-01-09 | AUSTRALIAN INVESTMENT PROFESSIONALS PTY LTD |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2015-03-01 - 2018-01-09 | WEALTHSURE FINANCIAL SERVICES PTY LTD |
| 000238030 | WEALTHSURE PTY LTD | 2004-01-15 - 2015-02-28 |
| Licence Name | LIFESTYLE ASSET MANAGEMENT PTY LTD |
| Licence Number | 000288421 |
| Licence ABN | 58113067968 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STEFANIE SECO | Lifestyle Asset Management Pty Ltd | Current | 2018-07-23 |
| EDWARD BROTCHIE | Lifestyle Asset Management Pty Ltd | Current | 2018-07-07 |
| HEINRICH FRITZ JACOBS | Lifestyle Asset Management Pty Ltd | Current | 2018-07-04 |
| SCOTT WILLIAM JAMES HEATHWOOD | Lifestyle Asset Management Pty Ltd | Current | 2018-02-09 |
| RAYMOND NICOLO TREVISAN | Lifestyle Asset Management Pty Ltd | Current | 2018-02-01 |
| PETER CHIGWIDDEN | Lifestyle Asset Management Pty Ltd | Current | 2017-12-13 |
| ANDREW CRAIG | Lifestyle Asset Management Pty Ltd | Current | 2017-10-10 |
| MICHAEL TRAJCEVSKI | Lifestyle Asset Management Pty Ltd | Current | 2017-10-10 |
| VITALIJS GOLUBCIKS | Lifestyle Asset Management Pty Ltd | Current | 2017-10-10 |
| TERRANCE MCMANUS | Lifestyle Asset Management Pty Ltd | Current | 2017-10-08 |
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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.