Financial Adviser
· PERTH, WA
Lucy Mary Summers
No disciplinary history on record with ASIC
PERTH,
WA
18
Years experience
ASIC Registered · ADV 001003519
Lucy Mary Summers is a financial adviser based in Perth, Western Australia, with 18 years of experience in the financial services industry since 2008. Lucy is currently authorised under Synchron Advice, operating through Wealth Agency Group. Lucy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Lucy's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education Pty Limited.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - All authorisation excludes SMSF advice
Qualifications and Training
1997
University of the West of England Bristol
Bachelor of Arts (Honours) Economics and Politics
2008
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
Registration History
Superannuation - All authorisation excludes SMSF advice
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Source: ASIC Financial Advisers Register