Financial Adviser
· SYDNEY, NSW
Lucas Joseph Clayton
No disciplinary history on record with ASIC
SYDNEY,
NSW
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000438734
Licensee
Sydney, NSW (licence address on ASIC register)
About Lucas Joseph Clayton
Lucas Joseph Clayton is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry since 2013. Lucas is currently authorised under Morgan Stanley Wealth Management Australia. Lucas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lucas's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association. Lucas 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Business Law
Curtin University
2011
Taxation
Curtin University
2012
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2015
Certified Financial Planner (CFP)
Financial Planning Association
2017
Self-Managed Superannuation Funds
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan