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:

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