Financial Adviser
· BRISBANE CITY, QLD
Shane Kevin Lucey
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000436587
Shane Kevin Lucey is a financial adviser based in Brisbane City, Queensland, with 13 years of experience in the financial services industry. Shane is currently authorised under Stonehouse Financial Partners Pty Ltd. Shane 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 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
2008
Certificate IV Financial Services (Finance/Mortgage Broking)
Traineeship Management Australia (TMA)
2010
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2025
Bachelor of Financial Planning
Kaplan Higher Education Pty Limited
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