JUSTIN LUCAS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University
2008 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan Professional
2008 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2011 - Accredited Derivatives Adviser - Certificate (AQF 1-4) - Kaplan Professional
2017 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2026 - Tax for Financial Advising - Other - Kaplan
🏢 Professional Memberships
TASA
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.