3 verified financial advisers

Financial Advisers in St Lucia, QLD

Compare registered financial advisers in St Lucia, Queensland. All listings sourced from the ASIC Financial Advisers Register.

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Adam Lee James O'Neill

LEGACY FINANCIAL PLANNING PTY. LTD.

RegisteredTax Advice ✓

Experience

Since 2009 (17 years)

Registration #

000340311

Postcode

4067

Diploma Financial Services (Financial Planning)Advanced Diploma Financial Planning FNS60415Economic and Legal Context for Financial PlanningEstate and Succession Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Andrew David Courtney

LEGACY FINANCIAL PLANNING PTY. LTD.

RegisteredTax Advice ✓

Experience

Since 2015 (11 years)

Registration #

000471509

Postcode

4067

Bachelor Biomedical ScienceMaster of CommerceDiploma Financial Services ( Financial Planning )Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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James Ian William Proud

LEGACY FINANCIAL PLANNING PTY. LTD.

Not RegisteredTax Advice ✓

Experience

Since 2025 (1 years)

Registration #

001317569

Postcode

4067

Bachelor of Commerce with majors in accounting and financeFASEA Ethics ExamGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.