Lucinda Carwardine Thompson
Financial Adviser in Albury, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000301059
- Location
- Albury NSW 2640
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 December 2020
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Finance/Marketing), Charles Sturt University (1998); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Self Managed Superannuation Funds, Tribeca (2006); Margin Lending, Kaplan Higher Education Pty Limited (2010); Diploma of Financial Planning, Integrity Education Group (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Lucinda Carwardine Thompson
Lucinda Carwardine Thompson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Albury, New South Wales (adviser number 000301059).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 1 December 2020.
According to the register, Lucinda first provided financial advice in 2003. Qualifications and training on file include Bachelor of Business (Finance/Marketing) (Charles Sturt University, 1998), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002) and Self Managed Superannuation Funds (Tribeca, 2006).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Lucinda Carwardine Thompson a registered financial adviser?
Yes. Lucinda Carwardine Thompson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301059.
Which licensee does Lucinda Carwardine Thompson work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Lucinda Carwardine Thompson 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."