Lucas Chan


9 Yrs Experience
Melbourne, VIC 3000

Lucas is a Certified Financial Planner with over 10 years experience in financial planning and superannuation. He joined HESTA in 2019 and feels that being a financial planner is immensely rewarding as he can simply do one thing - help people.

Lucas’ goal is to care for clients and to empower them to make the right financial choices at all stages of their lives. He believes that everyone is unique – through their culture, upbringing and personal experience; and through financial planning, each individual can identify, define and live their best life.

In addition, Lucas is an advocate of keeping things simple, worry-free, living within our means and enjoying life every step of the way. He loves being around people and trying new things. 

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.89
  • Number of reviews 7
  • First year providing advice 2014
  • Years of experience 9
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English


Level 20, 2 Lonsdale Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by


AFSL 235249