Shane Kevin Lucey – Financial Adviser

Adviser identifying number: 436587
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: HILLROSS FINANCIAL SERVICES LIMITED
Licence number: 232705
Licensee’s ABN: 77003323055
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 22/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HILLROSS FINANCIAL SERVICES LIMITED
Authorised Representative identifying number: 232705
Authorised Representative’s ABN: 77003323055

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:

• Certificate IV Financial Services (Finance/Mortgage Broking) – Traineeship Management Australia (TMA)
• Diploma of Financial Services (Financial Planning) – Mentor Education Pty Ltd

Relevant memberships of professional bodies or industry associations: FBAA – Finance Brokers Association of Australia

Shane Kevin Lucey is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility