Our People
Greg Lucas
B.Com., MBA (Dist.), CFP.
Greg Lucas is an extremely well-credentialed Estate Planning Specialist. His clients, the students he teaches at university, and attendees at his seminars routinely comment on his affability and the clarity of his explanations - especially of what are usually considered “complex” topic areas. Greg loves what he does, and it shows.
Greg was a practising Financial Adviser and principal of a financial planning practice for 22 years. Since 1997, he has authored and delivered courses including Retirement Planning, Estate Planning and Investment Fundamentals for community colleges and private institutions (including BHP and Foxtel). He is also a University Lecturer for a number of financial planning courses including estate planning.
Greg’s credentials include a Bachelor of Commerce from Bond University, a Masters of Business Administration (in which he graduated on the Director's List for outstanding academic achievement) from Griffith University and Certified Financial Planner status from the Financial Planning Association of Australia.