Financial Adviser
· MINYAMA, QLD
Haden Lacey
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238473
Haden Lacey is a financial adviser based in Minyama, Queensland, with 10 years of experience in the financial services industry. Haden is currently authorised under Fiducian Financial Services Pty Ltd. Haden 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 Master of Financial Planning from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce
Griffith University
2020
Ethics and Professionalism
Ethics - Griffith university
2021
Master of Financial Planning
Griffith University
Registration History
Not authorised to provide personal advice in Margin Lending Facility, Self-Managed Superannuation Fund, Aged Care and Listed Securities (Portfolios > $300k).
Excludes SMSF
MDA services are restricted to Limited Authority to Operate services. 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