Financial Adviser
· NEWCASTLE, NSW
Cody Lucas
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001262264
Cody Lucas is a financial adviser based in Newcastle, New South Wales, with 8 years of experience in the financial services industry. Cody is currently authorised under Alliance Wealth Pty Ltd. Cody 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 Commerce (Finance) from University of Newcastle. Cody is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2017
Securities and Managed Investments Program (DFP4)
Kaplan Professional
2018
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2019
Bachelor of Commerce (Finance)
University of Newcastle
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
Specialist SMSF Course
SuperConcepts & University of Adelaide
Registration History
Government Debentures, Stocks or Bonds: Class of product only.
Excludes SMSF
Source: ASIC Financial Advisers Register