Lucas Garside

Financial Adviser

ASIC adviser number:

000329246

Qualifications and training:

2012, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Pinnacle Financial Services Academy
2015, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), Mentor Education
2018, Accredited Aged Care Professional Program, Other, Aged Care Steps
2020, Self Managed Superannuation Fund Adviser (Personal Advice) Course, Other, Mentor Education
2025, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education

When adviser first provided advice:

2012

Membership of professional associations:

Fellow member of FINSIA

Disciplinary action by ASIC:

None

Location:

4 109 William St
Port Macquarie NSW 2444

AFS licence holder name:

Matrix Planning Solutions Limited

AFS licence number:

000238256

Licence controlled by:

Centrepoint Alliance Limited ~ Clearview Wealth Limited [Date Ceased: 30/11/2021]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».