Financial Adviser · BOX HILL NORTH, VIC

Lucille Margaret Harrison

12 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000457356

Lucille Margaret Harrison is a financial adviser based in Box Hill North, Victoria, with 12 years of experience in the financial services industry. Lucille is currently authorised under Lifespan Financial Planning Pty Ltd. Lucille 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 Professional Accounting from Deakin University.

Authorised to Advise On

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

Restrictions: This representative is not authorised to provide personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2011

Master of Professional Accounting

Deakin University

2014

Diploma of Financial Planning

Monarch Institute

2025

Graduate Diploma of Financial Planning

Kapla Higher Education Pty Ltd

Registration History

Lifespan Financial Planning Pty Ltd

Nov 2020 - Present Current

This representative is not authorised to provide personal advice on Self Managed Super Funds (SMSF)

Interprac Financial Planning Pty Ltd

Jun 2016 - Oct 2020 Ceased

Psk Advisory Services Pty Ltd

Apr 2016 - Jun 2016 Ceased

One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Advocate Advisory Pty. Ltd.

May 2014 - Jan 2016 Ceased

Source: ASIC Financial Advisers Register