William Lucas
Financial Adviser
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About
William Lucas is an ASIC-registered financial adviser dedicated to helping individuals and families in Hamilton South, NSW, and beyond achieve their financial goals. With a Master of Financial Planning from Kaplan (2025) and a Certified Financial Planner designation from FAAA (2025), William possesses a strong foundation of knowledge and a commitment to providing expert advice. As an authorised representative, William can provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is passionate about creating tailored strategies that address each client's unique circumstances and aspirations. • Superannuation advice • Insurance solutions (Life Risk and Investment Life Insurance) • Wealth management strategies • Retirement planning guidance • Investment advice (Securities and Government Debt Securities) William is a proud member of the Financial Advice Association of Australia (FAAA), reflecting his dedication to upholding the highest ethical and professional standards. Ready to take control of your financial future? Contact William Lucas today for a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does William Lucas offer?
William Lucas specialises in superannuation advice, insurance, wealth management, and retirement planning. He provides tailored strategies to help you achieve your financial goals.
What are William Lucas's qualifications?
William Lucas holds a Master of Financial Planning from Kaplan (2025) and is a Certified Financial Planner with FAAA (2025).
How does William Lucas work with clients to create a financial plan?
William works closely with each client to understand their individual circumstances, goals, and risk tolerance. He then develops a personalised financial plan to help them achieve their objectives.
What can I expect during my first meeting with William Lucas?
During your initial consultation, William will discuss your financial situation, goals, and concerns. This meeting is an opportunity to get to know each other and determine how William can best assist you.
Why should I choose William Lucas as my financial advisor?
William Lucas is committed to providing expert advice and personalized service. His qualifications, experience, and membership with the FAAA demonstrate his dedication to professionalism and ethical conduct. He is focused on helping you achieve long-term financial security.
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