Financial Adviser
· PORT MACQUARIE, NSW
Lucas Martin Garside
No disciplinary history on record with ASIC
PORT MACQUARIE,
NSW
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000329246
Lucas Martin Garside is a financial adviser based in Port Macquarie, New South Wales, with 14 years of experience in the financial services industry since 2012. Lucas is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Lucas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lucas's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Lucas is a member of Fellow member of FINSIA.
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
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2015
Advanced Diploma of Financial Planning
Mentor Education
2018
Accredited Aged Care Professional Program
Aged Care Steps
2020
Self Managed Superannuation Fund Adviser (Personal Advice) Course
Mentor Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
A.C.N. 133 593 012 PTY LTD
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
A.C.N. 133 593 012 PTY LTD
Source: ASIC Financial Advisers Register