Valerie Lumby
Financial Adviser in Redcliffe, Queensland, Australia
Review Valerie Lumby
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000332443
- Location
- Redcliffe QLD 4020
- Licensee
- Total Advice Solutions Pty Ltd (AFSL 475064)
- Authorised since
- 17 January 2025
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2008); Advanced Diploma of Financial Planning, Mentor Education (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Valerie Lumby
On the Financial Advisers Register kept by ASIC, Valerie Lumby appears as a current financial adviser in Redcliffe, Queensland, adviser number 000332443.
Valerie provides advice as an authorised representative of Total Advice Solutions Pty Ltd, which holds Australian financial services licence 475064. The current authorisation started on 17 January 2025.
The register records 2014 as the year Valerie first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Education, 2008), Advanced Diploma of Financial Planning (Mentor Education, 2020) and Graduate Diploma of Financial Planning (Kaplan Professional, 2025). Valerie is recorded as a member of Financial Advice Association of Australia (FAAA).
Valerie is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Valerie Lumby here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Valerie Lumby a registered financial adviser?
Yes. Valerie Lumby is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000332443.
Which licensee does Valerie Lumby work under?
Total Advice Solutions Pty Ltd, Australian financial services licence 475064.
What can Valerie Lumby give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.