Louise Sharon Lucas – Financial Adviser

Adviser identifying number: 1248398
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: THE SMSF EXPERT PTY LTD
Licence number: 445113
Licensee’s ABN: 17155686356
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CATALYST BUSINESS ADVISORY PTY LTD
Authorised Representative identifying number: 1248396
Authorised Representative’s ABN: 15606705239

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 – Charles Sturt University
• CPA Program – CPA Australia
• Diploma in Financial Planning – CPA Australia

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Louise Sharon Lucas is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product