Hi there! My name is Cody Lucas and I am a Strategic Financial Adviser based in Newcastle, NSW. I am well equipped to guide you through your financial planning journey (otherwise known as life!) through my extensive education and experience.
I am passionate about helping my Clients achieve their financial goals/objectives. It is absolutely crucial to me that I build strong relationships with my Clients, ensuring that there is full transparency and understanding throughout every step of the financial planning process.
If you would like to have a quick chat to see if I can assist you, please use the following link to book in a quick (free), 15 min intro phone call: https://calendly.com/codylucasmfs/quick-phone-call
Look forward to working with you!
Cody was always keen and available. Great communication.
Friendly, prompt, efficient, approachable. Takes the time to explain as I have little understanding of procedure and suitable pension plan.
We found Cody to be helpful, friendly and very responsive in his communication. He assisted us to review our insurance coverage and plan to use his services moving forward. We would highly recommend Cody to anyone!
Very positive experience.
Upfront and very good at explaining everything. Always getting updates via emails. All being well hopefully will be taking Cody’s advice well into the future.
- Adviser status Platinum
- Number of reviews 22
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma of Financial Planning
Markey Financial ServicesLevel 2, 47 Darby St
Cooks Hill, NSW 2300
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Millennium3 Financial Services Pty Ltd