WAYNE LUCERNE
Financial Adviser · Phillip, ACT
📚 Qualifications & Training
1987 - Bachelor of Arts - Bachelor Degree (AQF 7) - The Australian National University
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2011 - SMSF Specialist Advisor - Professional Designations - Self Managed Super Fund Association
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.