Ian Daniel Lucas – Financial Adviser
Adviser identifying number: 1245458
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence number: 240813
Licensee’s ABN: 19009145555
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC
The date the Financial Adviser commenced the appointment: 11/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Authorised Representative identifying number: 240813
Authorised Representative’s ABN: 19009145555
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:
- ASX Accredited Derivatives Adviser Level Two – Kaplan Professional
- Bachelor of Commerce (Management / Applied Finance (Planning)) – University of Wollongong
- Margin Lending and Geared Investments – Kaplan Professional
- Master of Applied Finance – Kaplan Higher Education
Relevant memberships of professional bodies or industry associations:
Ian Daniel Lucas is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Securities
- Margin Lending Facility / Standard Margin Lending Facility