Financial Adviser · PHILLIP, ACT

Wayne Lucerne

PHILLIP, ACT

32 Years experience

Tax advice
authorised

ASIC Registered · ADV 000255352

Currently at

Australian Investment Professionals

Melbourne, VIC (firm address)

View firm profile

About Wayne Lucerne

Wayne Lucerne is a financial adviser based in Phillip, Australian Capital Territory, with 32 years of experience in the financial services industry since 1994. Wayne is currently authorised under Interprac Financial Planning, operating through Australian Investment Professionals. Wayne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Wayne's qualifications include a Bachelor of Arts from The Australian National University. Wayne is a member of Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1987

Bachelor of Arts

The Australian National University

2011

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

2023

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Interprac Financial Planning Pty Ltd

Jun 2020 - Present Current

Lifestyle Asset Management Pty Ltd

Jan 2018 - Jun 2020 Ceased

Sentry Financial Services Pty Ltd

Aug 2016 - Jan 2018 Ceased

ACN 130 288 578 PTY LTD

Mar 2015 - Jan 2018 Ceased

WEALTHSURE PTY LTD

Jan 2004 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register