Cody Lucas

Markey Financial Services

5 Yrs Experience
Cooks Hill, NSW 2300

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:

Look forward to working with you!


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.89
  • Number of reviews 22
  • First year providing advice 2018
  • Years of experience 5
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Markey Financial Services

Level 2, 47 Darby St
Cooks Hill, NSW 2300

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252