Financial Adviser
· MELBOURNE, VIC
Lucy Warner
No disciplinary history on record with ASIC
MELBOURNE,
VIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005487
About Lucy Warner
Lucy Warner is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry since 2006. Lucy is currently authorised under Jbwere. Lucy holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Lucy's qualifications include a Bachelor of Commerce from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commerce
Deakin University
2008
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2009
ASX Accredited Derivatives Adviser Level 1 & 2
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register