Financial Adviser · NARRE WARREN, VIC

David Leslie Lucas

10 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001250147

David Leslie Lucas is a financial adviser based in Narre Warren, Victoria, with 10 years of experience in the financial services industry since 2016. David is currently authorised under Lifespan Financial Planning Pty Ltd, operating through Lifespan Financial Planning. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Commerce (Finance and Financial Planning) from Deakin University. David 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

2004

Bachelor of Commerce (Finance and Financial Planning)

Deakin University

2008

Gradulate Diploma of Financial Planning

Finsia

2017

Self Managed Super Funds

Integrity

2018

Margin Lending

Integrity

2025

Ethics and Professionalism in Financial Advice

Kaplan Professional

Registration History

Lifespan Financial Planning Pty Ltd

Feb 2022 - Present Current

Charter Financial Planning Limited

Dec 2016 - Dec 2021 Ceased

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

Source: ASIC Financial Advisers Register