Financial Adviser · SYDNEY, NSW

Lucy Eleanor Meagher

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001248709

Lucy Eleanor Meagher is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Lucy is currently authorised under Evans And Partners Pty. Ltd.. Lucy holds authorisations to advise on managed investments, securities, derivatives and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of International and Global Studies from University of Sydney.

Authorised to Advise On

Tax Financial Advice Managed Investments Securities Derivatives Foreign Exchange Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2012
Bachelor of International and Global Studies
University of Sydney
2016
Accredited Derivatives Adviser Level 1
SAFAA
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2022
Taxation for Financial Planning
Kaplan Higher Education
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Oct 2016 - Present Current

Source: ASIC Financial Advisers Register