Holley Lucey profile photo
5.00
2 Reviews

Holley Lucey

Millennium Wealth Advisory

Silver
11 Yrs Experience
Carrara, QLD 4211

Recent reviews

Millennium Wealth Advisory

Level 4 Emerald Lakes Town Centre, 3027 The Blvd
Carrara, QLD 4211

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Aged Care
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Hillross Financial Services Ltd

AFSL 232705

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Holley has provided us with financial advice and guidance for several years now. Areas covered have included shares and investments, insurance/protection coverage, transition to retirement and superannuation strategies. Holley has always provided us with clear and detailed information, allowing us to make informed decisions relating to our financial planning targets. Her advice has always fully met our needs and we continue to have full confidence in Holley's experience and expertise."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Holley has given me advice in areas including loan products, self managed super funds and managing debt. Holley was usually able to explain things to me in a clear way. Through Holley's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Holley's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Griffith University
Completed
2021

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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