Financial Adviser
· REDCLIFFE, QLD
Valerie Lumby
No disciplinary history on record with ASIC
REDCLIFFE,
QLD
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000332443
About Valerie Lumby
Valerie Lumby is a financial adviser based in Redcliffe, Queensland, with 12 years of experience in the financial services industry since 2014. Valerie is currently authorised under Total Advice Solutions. Valerie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Valerie's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Valerie is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Mentor Education
2020
Advanced Diploma of Financial Planning
Mentor Education
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Authorisation does NOT include SMSF's
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
Not authorised to provide personal advice on SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register