Financial Adviser · GAWLER, SA

Lucas Ian Barsby

20 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001002772

Lucas Ian Barsby is a financial adviser based in Gawler, South Australia, with 20 years of experience in the financial services industry. Lucas is currently authorised under Capstone Financial Planning Pty Ltd. Lucas 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 Applied Finance from Kaplan Professional. Lucas is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Economics

University of Adelaide

2008

Graduate Diploma of Financial Planning

Kaplan Professional (formerly FINSIA)

2013

Master of Applied Finance

Kaplan Professional

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Nov 2019 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Commonwealth Financial Planning Limited

Oct 2006 - Aug 2019 Ceased

Not authorised to provide personal advice on Securities; SMSF.

Source: ASIC Financial Advisers Register