David Leslie Lucas
Financial Adviser in Narre Warren, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001250147
- Location
- Narre Warren VIC 3805
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 16 February 2022
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce (Finance and Financial Planning), Deakin University (2004); Gradulate Diploma of Financial Planning, Finsia (2008); Self Managed Super Funds, Integrity (2017); Margin Lending, Integrity (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Leslie Lucas
David Leslie Lucas is a financial adviser in Narre Warren, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001250147.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 16 February 2022.
The register records 2016 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Commerce (Finance and Financial Planning) (Deakin University, 2004), Gradulate Diploma of Financial Planning (Finsia, 2008) and Self Managed Super Funds (Integrity, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Leslie Lucas a registered financial adviser?
Yes. David Leslie Lucas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001250147.
Which licensee does David Leslie Lucas work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can David Leslie Lucas give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.