Financial Adviser
· DARWIN CITY, NT
Steven Lacy
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001313732
Steven Lacy is a financial adviser based in Darwin City, Northern Territory, with 1 year of experience in the financial services industry. Steven is currently authorised under Australian Adviser Group Pty Ltd. Steven 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 Bachelor of Business from University of Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business
University of Queensland
2005
Advanced Diploma Financial Services (Financial Planning)
ThreeSixty
2024
Graduate Diploma Financial Planning
Kaplan Professional