Scott Graham Lucas – Financial Adviser

Adviser identifying number: 230819
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: NOVATAX PTY. LIMITED
Licence number: 227043
Licensee’s ABN: 57003811854
Licence controlled by: DAVID MINEHAN ~ ROBERT PURCELL

The date the Financial Adviser commenced the appointment: 01/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NOVATAX PTY. LIMITED
Authorised Representative identifying number: 227043
Authorised Representative’s ABN: 57003811854

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:

• Certified Financial Planner – FPA
• Diploma of Financial Planning – RMIT University
• Financial Planning Specialist – Institute of Chartered Accountants
• Qualified Chartered Accountant – Institute of Chartered Accountants Australia
• SMSF Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)

Scott Graham 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 / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation