Lucas Ian Barsby
Financial Adviser in Gawler, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002772
- Location
- Gawler SA 5118
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 11 November 2019
- First provided advice
- 2006
- Qualifications
- Bachelor of Economics, University of Adelaide (2005); Graduate Diploma of Financial Planning, Kaplan Professional (formerly FINSIA) (2008); Master of Applied Finance, Kaplan Professional (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Lucas Ian Barsby
On the Financial Advisers Register kept by ASIC, Lucas Ian Barsby appears as a current financial adviser in Gawler, South Australia, adviser number 001002772.
Lucas provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 11 November 2019.
According to the register, Lucas first provided financial advice in 2006. The qualifications listed for Lucas include Bachelor of Economics (University of Adelaide, 2005), Graduate Diploma of Financial Planning (Kaplan Professional (formerly FINSIA), 2008) and Master of Applied Finance (Kaplan Professional, 2013). Lucas is recorded as a member of 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Lucas Ian Barsby a registered financial adviser?
Yes. Lucas Ian Barsby is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002772.
Which licensee does Lucas Ian Barsby work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Lucas Ian Barsby 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."