LUCAS MARTIN GARSIDE
Financial Adviser ยท Port Macquarie, NSW
๐ Qualifications & Training
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2018 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2020 - Self Managed Superannuation Fund Adviser (Personal Advice) Course - Other - Mentor Education
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
๐ข Professional Memberships
Fellow member of FINSIA
โน๏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.