Financial Adviser
· HAWTHORN, VIC
Lucas Ralph Smithers
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000323614
Lucas Ralph Smithers is a financial adviser based in Hawthorn, Victoria, with 18 years of experience in the financial services industry. Lucas is currently authorised under Fintor Group 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 Financial Planning 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Margin Lending and Geared Investments
Kaplan Professional
2011
Self Managed Superannuation Funds
Kaplan Professional
2012
Graduate Certificate in Applied Finance
Kaplan Professional
2016
Master of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional