Wayne Lucerne
Financial Adviser in Phillip, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000255352
- Location
- Phillip ACT 2606
- Licensee
- Interprac Financial Planning Pty Ltd (AFSL 246638)
- Authorised since
- 5 June 2020
- First provided advice
- 1994
- Qualifications
- Bachelor of Arts, The Australian National University (1987); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Margin Lending and Geared Investments, Kaplan Professional (2011); SMSF Specialist Advisor, Self Managed Super Fund Association (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2023)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Financial Advice Association of Australia (FAAA); SMSF Association
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Wayne Lucerne
Wayne Lucerne is a financial adviser in Phillip, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000255352.
Advice is given under the Australian financial services licence of Interprac Financial Planning Pty Ltd, licence number 246638. The current authorisation started on 5 June 2020.
According to the register, Wayne first provided financial advice in 1994. Qualifications and training on file include Bachelor of Arts (The Australian National University, 1987), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Wayne is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA) and SMSF Association.
Wayne is authorised to advise 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.
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Questions people ask
Is Wayne Lucerne a registered financial adviser?
Yes. Wayne Lucerne is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255352.
Which licensee does Wayne Lucerne work under?
Interprac Financial Planning Pty Ltd, Australian financial services licence 246638.
What can Wayne Lucerne 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; standard margin lending.