LUCINDA MAREE MULLIGAN

Financial Adviser · Tamworth, NSW

Registered

Registration Number

001002606

Registration Status

Registered

Location

Tamworth, NSW 2340

Providing Advice Since

2009

Registration Date

26/11/2018

Financial Services Licensee

MINCHIN MOORE PRIVATE WEALTH PTY LTD

Licence #000480194

📚 Qualifications & Training

2007 - Bachelor of Agribusiness - Bachelor Degree (AQF 7) - University of New England
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏢 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.