Financial Adviser
· BRISBANE CITY, QLD
Holley Pia Lucey
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000417505
Holley Pia Lucey is a financial adviser based in Brisbane City, Queensland, with 15 years of experience in the financial services industry. Holley is currently authorised under Stonehouse Financial Partners Pty Ltd. Holley 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 Advanced Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
7269AFE/7815AFE Ethics and Professionalism
Ethics - Griffith University
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register