BRETT PALMER

Licensee: LUCID SERVICES PTY. LTD.

BRETT PALMER (Adviser# 001002138) 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 20, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name BRETT PALMER
Adviser Number 001002138
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000411596
LUCID SERVICES PTY. LTD.
Licence ABN 50097282632
Adviser Start Date 2012-01-20
Appointing Representative Name LUCID SERVICES PTY. LTD.
Appointing Representative Number 000411596
Appointing Representative ABN 50097282632
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • BRETT PALMER
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
ASX Accredited Listed Products Adviser (ALPA) Program Kaplan Professional
Bachelor of Commerce Degree Deakin University
Certificate in Self-Managed Super Fund Advice Australian Executor Trustees
Diploma of Financial Services (Financial Planning) Tribeca
Professional Year Insititute of Chartered Accountants in Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000411596 LUCID SERVICES PTY. LTD. 2012-01-20 - LUCID SERVICES PTY. LTD.
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2004-12-21 - 2012-01-20 BRETT PALMER

Licensee Information

Licence Name LUCID SERVICES PTY. LTD.
Licence Number 000411596
Licence ABN 50097282632

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Dataset Information

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.