LUCY WRIGHT
Financial Adviser · Orange, NSW
📚 Qualifications & Training
2021 - Bachelor of Business (Leadership and Management) - Bachelor Degree (AQF 7) - University of Newcastle
2021 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - University of Newcastle
2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2024 - FPE011 Debt Strategies - Other - Kaplan Higher Education
2024 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
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.