Financial Adviser
· BEAUMARIS, VIC
Lucy Atkinson
No disciplinary history on record with ASIC
BEAUMARIS,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264107
About Lucy Atkinson
Lucy Atkinson is a financial adviser based in Beaumaris, Victoria, with 8 years of experience in the financial services industry since 2018. Lucy works at Count Financial, which is licensed through Count Financial Limited. Lucy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lucy's 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
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Kaplan Professional
2018
Graduate Certificate in Finance
Griffith University
2021
Master of Financial Planning
Griffith University
Registration History
Authorisations:Deposit and payment products limited to: - Basic Deposit Products; - Deposit Products other than basic Deposit Products Life Products including; a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and b) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997); Superannuation and associated retirement products;
Source: ASIC Financial Advisers Register