Licensee (AFS licence holder) · Richmond , Victoria

Lucerne Wealth

Licensed since 2024 5 registered advisers AFSL 556125 3 practices

About Lucerne Wealth

Licence address (ASIC): Richmond, VIC, 3121
This is the suburb the firm gave ASIC as its principal business address. It can be a head office or administration address rather than where clients are seen, so check meeting locations with the firm or your adviser.
Licensed since 2024
ABN: 15 674 726 642 (Lucerne Wealth Pty Ltd)
AFS Licence: 556125

Lucerne Wealth is a licensed AFS firm with a licence address in Richmond, Victoria on the ASIC register. The firm holds an AFS licence and authorises 3 representative firms to provide financial advice across Australia.

5 Financial Advisers licensed through Lucerne Wealth

Richmond, VIC
Superannuation Life Insurance Life Insurance Investments Managed Investments
18 yrs
Since 2008
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Richmond, VIC
Tax advice Superannuation Life Insurance Life Insurance Investments
11 yrs
Since 2015
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Richmond, VIC
Managed Investments Securities
3 yrs
Since 2023
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Richmond, VIC
Tax advice Superannuation Managed Investments Securities
15 yrs
Since 2011
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Richmond, VIC
Managed Investments Securities
8 yrs
Since 2018
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3 Practices licensed through Lucerne Wealth

These practices are authorised representatives of Lucerne Wealth. They run their own businesses and give advice under its AFS licence, so their advisers also appear in the adviser list above.

Richmond, VIC
3 advisers Since 2024
Richmond, VIC
1 adviser Since 2024
Richmond, VIC
1 adviser Since 2025