Financial Adviser · PHILLIP, ACT

Wayne Lucerne

32 Years experience
Tax advice
authorised
ASIC Registered · ADV 000255352

Wayne Lucerne is a financial adviser based in Phillip, Australian Capital Territory, with 32 years of experience in the financial services industry. Wayne is currently authorised under Interprac Financial Planning Pty Ltd. Wayne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts from The Australian National University. Wayne is a member of Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1987
Bachelor of Arts
The Australian National University
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2011
SMSF Specialist Advisor
Self Managed Super Fund Association
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Jun 2020 - Present Current
Jan 2018 - Jun 2020 Ceased
Aug 2016 - Jan 2018 Ceased
ACN 130 288 578 PTY LTD
Mar 2015 - Jan 2018 Ceased
WEALTHSURE PTY LTD
Jan 2004 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register