Lucinda Maree Mulligan
Financial Adviser in Tamworth, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002606
- Location
- Tamworth NSW 2340
- Licensee
- Minchin Moore Private Wealth Pty Ltd (AFSL 480194)
- Authorised since
- 26 November 2018
- First provided advice
- 2009
- Qualifications
- Bachelor of Agribusiness, University of New England (2007); Diploma of Financial Services (Financial Planning), ThreeSixty (2009); Advanced Diploma of Financial Planning, Monarch Institute (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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 Lucinda Maree Mulligan
Lucinda Maree Mulligan is a financial adviser in Tamworth, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001002606.
Lucinda provides advice as an authorised representative of Minchin Moore Private Wealth Pty Ltd, which holds Australian financial services licence 480194. The current authorisation started on 26 November 2018.
According to the register, Lucinda first provided financial advice in 2009. Qualifications and training on file include Bachelor of Agribusiness (University of New England, 2007), Diploma of Financial Services (Financial Planning) (ThreeSixty, 2009) and Advanced Diploma of Financial Planning (Monarch Institute, 2015). 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 Lucinda Maree Mulligan a registered financial adviser?
Yes. Lucinda Maree Mulligan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002606.
Which licensee does Lucinda Maree Mulligan work under?
Minchin Moore Private Wealth Pty Ltd, Australian financial services licence 480194.
What can Lucinda Maree Mulligan 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.