James Leslie Stephen Lucas

Name
James Leslie Stephen Lucas
ID
426105
ABN
First Provided Advice
2012
Restrictions
Superannuation including Self Managed Superannuation Funds.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
A.c.n. 140 520 225 Pty Ltd (#345905)
Commenced
July 15, 2016
Ceased
June 22, 2018
Status
Ceased
Licence Holder
Ballast Financial Management Pty Ltd (#233180)
Commenced
Oct. 15, 2014
Ceased
Aug. 17, 2015
Status
Ceased
Licence Holder
Ballast Financial Management Pty Ltd (#233180)
Commenced
Aug. 17, 2015
Ceased
July 13, 2016
Status
Ceased
Licence Holder
Gwm Adviser Services Limited (#230692)
Commenced
Aug. 10, 2012
Ceased
Feb. 22, 2013
Status
Ceased
Licence Holder
Myplanner Professional Services Pty Ltd (#425542)
Commenced
June 22, 2018
Ceased
April 30, 2019