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LUCERNE WEALTH PTY LTD
AFSL 556125 · ABN 15674726642 · RICHMOND, VIC · Licensed since 2024
Corporate GroupSingle State
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5
Advisers
11 yrs
Avg. adviser experience
1
States
0%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products
Adviser community
FAAA 20%SMSF Assoc. 20%CA ANZ 20%
% of current advisers holding each professional membership
States: VIC
Corporate group: LUCERNE HOLDINGS PTY LTD
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