Financial Adviser
· TAMWORTH, NSW
Lucinda Maree Mulligan
No disciplinary history on record with ASIC
TAMWORTH,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002606
About Lucinda Maree Mulligan
Lucinda Maree Mulligan is a financial adviser based in Tamworth, New South Wales, with 17 years of experience in the financial services industry since 2009. Lucinda is currently authorised under Minchin Moore Private Wealth. Lucinda holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lucinda's qualifications include a Bachelor of Agribusiness from University of New England. Lucinda is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Agribusiness
University of New England
2009
Diploma of Financial Services (Financial Planning)
ThreeSixty
2015
Advanced Diploma of Financial Planning
Monarch Institute
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register