Financial Adviser · SANDRINGHAM, VIC

Lincoln Haugh

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000430165

Currently at

Brighton, VIC

View firm profile

Lincoln Haugh is a financial adviser based in Sandringham, Victoria, with 14 years of experience in the financial services industry since 2012. Lincoln is currently authorised under Spark Advisors Australia, operating through Whale Finance. Lincoln holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lincoln's qualifications include a Bachelor of Commerce from Monash University.

Authorised to Advise On

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

Restrictions: Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Advanced Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

2012

Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

2013

Diploma of Finance and Mortgage Broking Management

AAMC Training Group

2015

Bachelor of Commerce

Monash University

2015

Self Managed Superannuation Funds

Mentor Education

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Spark Advisors Australia Pty Ltd

Jul 2025 - Present Current

Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.

Axies Pty. Ltd.

Jul 2018 - Present Current

DOVER FINANCIAL ADVISERS PTY LTD

Jan 2018 - Jun 2018 Ceased

Charter Financial Planning Limited

Oct 2012 - Nov 2017 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register