DAVID LESLIE LUCAS
Financial Adviser · Preston, VIC
📚 Qualifications & Training
2004 - Bachelor of Commerce (Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2008 - Gradulate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia
2017 - Self Managed Super Funds - Professional Designations - Integrity
2018 - Margin Lending - Professional Designations - Integrity
2025 - Ethics and Professionalism in Financial Advice - Professional Designations - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.