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