Financial Adviser · SYDNEY, NSW

Lucy Claxton

3 Years experience
ASIC Registered · ADV 001297610

Lucy Claxton is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry. Lucy is currently authorised under Future Group Financial Services Pty Ltd. Lucy holds authorisations to advise on superannuation, life insurance and deposit products. Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.

Authorised to Advise On

Superannuation Life Insurance Deposit Products

Qualifications and Training

2022
Accredited Aged Care Professional
Aged Care Steps
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Nov 2024 - Present Current
SMARTMONDAY SOLUTIONS PTY LTD
Sep 2024 - Nov 2024 Ceased
Jul 2022 - Jun 2023 Ceased

Source: ASIC Financial Advisers Register