Lucas Joseph Clayton
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000438734
- Location
- Sydney NSW 2000
- Licensee
- Morgan Stanley Wealth Management Australia Pty Ltd (AFSL 240813)
- Authorised since
- 4 February 2019
- First provided advice
- 2013
- Qualifications
- Business Law, Curtin University (2009); Taxation, Curtin University (2011); Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2012); Certified Financial Planner (CFP), Financial Planning Association (2015); Self-Managed Superannuation Funds, Kaplan (2017); Ethics and Professionalism in Financial Advice, Kaplan (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Lucas Joseph Clayton
Lucas Joseph Clayton is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000438734).
Lucas provides advice as an authorised representative of Morgan Stanley Wealth Management Australia Pty Ltd, which holds Australian financial services licence 240813. The current authorisation started on 4 February 2019.
The register records 2013 as the year Lucas first provided financial advice. The qualifications listed for Lucas include Business Law (Curtin University, 2009), Taxation (Curtin University, 2011) and Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2012). 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lucas Joseph Clayton a registered financial adviser?
Yes. Lucas Joseph Clayton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000438734.
Which licensee does Lucas Joseph Clayton work under?
Morgan Stanley Wealth Management Australia Pty Ltd, Australian financial services licence 240813.
What can Lucas Joseph Clayton 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.