Cody Lucas
Markey Financial Services
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!
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 25
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Markey Financial Services
Level 2, 47 Darby StCooks Hill, NSW 2300
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221
