Financial Adviser
· SYDNEY, NSW
Phillip Lucas
No disciplinary history on record with ASIC
11
Years experience
ASIC Registered · ADV 001233227
Phillip Lucas is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Phillip is currently authorised under Ord Minnett Limited. Phillip holds authorisations to advise on superannuation, managed investments, securities and derivatives. Their qualifications include a Master of Applied Finance from Macquarie Univeristy.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Qualifications and Training
2012
ADA 1 & 2
Kaplan
2012
Diploma in Financial Planning
Kaplan
2015
RG 146 Margin Lending
Stockbrokers Association of Australia
2016
Master of Applied Finance
Macquarie Univeristy
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan