Data sourced from ASIC Financial Advisers Register
Financial Adviser · ALBURY, NSW

Lucinda Carwardine Thompson

23 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000301059

Lucinda Carwardine Thompson is a financial adviser based in Albury, New South Wales, with 23 years of experience in the financial services industry. Lucinda is currently authorised under Akumin Financial Planning Pty Limited. Lucinda 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 Business (Finance/Marketing) from Charles Sturt University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1998
Bachelor of Business (Finance/Marketing)
Charles Sturt University
2002
8 unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2006
Self Managed Superannuation Funds
Tribeca
2010
Margin Lending
Kaplan Higher Education Pty Limited
2018
Diploma of Financial Planning
Integrity Education Group
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Dec 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Count Financial Limited
Dec 2018 - Oct 2020 Ceased
Not authorised to provide personal advice on Standard Margin Lending
Akumin Financial Planning Pty Limited
Dec 2009 - Jul 2018 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register