Financial Adviser
· ORANGE, NSW
Lucy Wright
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001303252
Lucy Wright is a financial adviser based in Orange, New South Wales, with 2 years of experience in the financial services industry. Lucy is currently authorised under Paragem Pty Limited. Lucy 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 Master of Financial Planning from Kaplan Higher Education.
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
2021
Bachelor of Business (Leadership and Management)
University of Newcastle
2021
Bachelor of Commerce (Economics and Finance)
University of Newcastle
2022
Accredited Listed Product Adviser Program
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
FPE011 Debt Strategies
Kaplan Higher Education
2024
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education
2025
Master of Financial Planning
Kaplan Higher Education