Gary Stephen Lucas – Financial Adviser

Adviser identifying number: 1001541
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: DMG FINANCIAL PLANNING PTY LTD
Licence number: 238354
Licensee’s ABN: 22095967525
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/11/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DMG FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 238354
Authorised Representative’s ABN: 22095967525

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business – Gippsland Institute of Advanced Education
• Certified Practising Accountant – CPA Australia
• Diploma of Financial Planning – FPA
• Fellow CFP – FPA
• Fellow CPA – CPA Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Gary Stephen Lucas is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / IDPS Only
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Margin Lending Facility / Non-Standard Margin Lending Facility