LUCAS JOSEPH CLAYTON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2009 - Business Law - Other - Curtin University
2011 - Taxation - Other - Curtin University
2012 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2015 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association
2017 - Self-Managed Superannuation Funds - Other - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.