Financial Adviser · PERTH, WA

Lucy Mary Summers

PERTH, WA

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003519

Currently at

Wealth Agency Group

Sydney, NSW (firm address)

View firm profile

Lucy Mary Summers is a financial adviser based in Perth, Western Australia, with 18 years of experience in the financial services industry since 2008. Lucy is currently authorised under Synchron Advice, operating through Wealth Agency Group. Lucy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lucy's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education Pty Limited.

Authorised to Advise On

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

Restrictions: Superannuation - All authorisation excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

1997

University of the West of England Bristol

Bachelor of Arts (Honours) Economics and Politics

2008

Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2011

Margin Lending and Geared Investments

Kaplan Education Pty Limited

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2026

Commercial Law

Kaplan Education Pty Ltd

2026

Tax for Financial Advising

Kaplan Education Pty Ltd

Registration History

Synchron Advice Pty Ltd

May 2026 - Present Current

Superannuation - All authorisation excludes SMSF advice

Australia And New Zealand Banking Group Limited

Sep 2008 - May 2020 Ceased

Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Source: ASIC Financial Advisers Register