Our Financial Advisers and Credit Advisers About Holley Lucey Experience Holley has worked in the financial planning industry for 8 years. AFP® Qualifications AdDFP Accredited SMSF Adviser Memberships Financial Planning Association of Australia Phone 07 5526 0474 Email holley@wfpartners.com.au Authorised representative 417505 number Credit representative 417508 number The advice and services I can provide I am authorised to provide all the services listed in the Our advice and services section. I am also a Credit Representative of Hillross and am authorised to provide credit advice regarding how to structure debt, suitability of existing loan structures and repayment options. If you require advice involving mortgages or other lending products, I can refer you to an Accredited Mortgage Consultant. How I am paid I receive the following from our practice: dividends equity in the practice As a beneficiary of the Lucey Family Trust, I am entitled to a distribution of the profits. My other business activities and relationships In addition to providing the services listed in this guide, I have a relationship with Lucmah Pty Ltd. Hillross has no involvement in these activities and is not responsible for any services, advice or products provided by this business. I control a percentage of the equity interests in the business providing the services listed above. As a result, I will benefit from fees, dividends or income received from the profits that may business’s result from any payments or other benefits received in respect of the services provided to you. About Shane Lucey Experience Shane has over 12 years experience in the financial services industry. Qualifications DFS(FP) Phone 07 5526 0474 Email shane@wfpartners.com.au
Our Financial Advisers and Credit Advisers About Holley Lucey Experience Holley has worked in the financial planning industry for 8 years. Qualifications AFP® AdDFP Accredited SMSF Adviser Memberships Financial Planning Association of Australia Phone 07 5526 0474 Email holley@wfpartners.com.au Authorised representative number 417505 Credit representative number 417508 The advice and services I can provide I am authorised to provide all the services listed in the Our advice and services section. I am also a Credit Representative of Hillross and am authorised to provide credit advice regarding how to structure debt, suitability of existing loan structures and repayment options. If you require advice involving mortgages or other lending products, I can refer you to an Accredited Mortgage Consultant. How I am paid I receive the following from our practice: dividends equity in the practice As a beneficiary of the Lucey Family Trust, I am entitled to a distribution of the profits. My other business activities and relationships In addition to providing the services listed in this guide, I have a relationship with Lucmah Pty Ltd. Hillross has no involvement in these activities and is not responsible for any services, advice or products provided by this business. I control a percentage of the equity interests in the business providing the services listed above. As a result, I will benefit from fees, dividends or income received from the business’s profits that may result from any payments or other benefits received in respect of the services provided to you. About Shane Lucey Experience Shane has over 12 years experience in the financial services industry. Qualifications DFS(FP) Phone 07 5526 0474 Email shane@wfpartners.com.au
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