Wayne Lucerne – Financial Adviser

Adviser identifying number: 255352
Status: Current
Adviser’s ABN: 27056182351
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 01/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTHSURE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 326450
Authorised Representative’s ABN: 59130288578

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:

• Diploma of Financial Planning – Deakin
• Diploma of Financial Planning – Deakin
• Diploma of Financial Services (Financial Planning) – Kaplan
• Diploma of Financial Services (Financial Planning) – Kaplan
• Margin Lending and Geared Investments – Kaplan
• Margin Lending and Geared Investments – Kaplan
• SMSF Specialist Adviser – SPAA
• SMSF Specialist Adviser – SPAA

Relevant memberships of professional bodies or industry associations:

• Finance Brokers Association of Australia (FBAA)
• Finance Brokers Association of Australia (FBAA)
• SMSF Association
• SMSF Association
• Tax Practitioners Board
• Tax Practitioners Board

Wayne Lucerne 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
• Superannuation