Financial Adviser
· ROCKHAMPTON CITY, QLD
Barry Ernest Lucas
No disciplinary history on record with ASIC
ROCKHAMPTON CITY,
QLD
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272866
About Barry Ernest Lucas
Barry Ernest Lucas is a financial adviser based in Rockhampton City, Queensland, with 23 years of experience in the financial services industry since 2003. Barry is currently authorised under Spark Advisors Australia. Barry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Barry's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Barry 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1999
Diploma of Financial Planning
Deakin University
2020
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2025
Accredited Listed Product Adviser (ALPA)
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register