Financial Adviser · CARRUM DOWNS, VIC

Lincoln Butt

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000471983

Lincoln Butt is a financial adviser based in Carrum Downs, Victoria, with 23 years of experience in the financial services industry. Lincoln is currently authorised under Consultum Financial Advisers Pty Ltd. Lincoln 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). Lincoln 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma Financial Services (Financial Planning) FNS50804
MLC ThreeSixty
2006
Advanced Diploma Financial Services (Financial Planning) FNS60404
Kaplan Australia
2009
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2010
RG146 Margin Lending
MLC ThreeSixty
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Jun 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Aug 2020 - May 2021 Ceased
Dec 2003 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register