LUCAS IAN BARSBY

Financial Adviser ยท Gawler, SA

Registered

Registration Number

001002772

Registration Status

Registered

Location

Gawler, SA 5118

Providing Advice Since

2006

Registration Date

11/11/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2005 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Adelaide
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional (formerly FINSIA)
2013 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.