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Brian Lucas

Proper Advice
Financial Planning

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Brighton, South Australia 5048

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Brian Leonard Lucas M.FinPlan, CFP, Dip.Fp, CPMgr.EO CAREER HIGHLIGHTS • Guest Speaker New Delhi University New Delhi India 2008 • Masters Degree in Financial Planning 2004 • Asset Sales and Marketing Award 2007 • AFA State Financial Adviser Award 2012 • Awarded Australia’s Top 50 Wealth Professional adviser 2012 • Olympic Torch bearer 2000 • Professional Development Recognition Award 1999 • Guest Speaker AMP International Conference, Cancun Mexico 2002 • Guest Speaker Financial Planning Association CFP National Conference 2006 • Entrepreneurs studies graduate Hong Kong University 2001 • Guest Speaker AXA Conference Hong Kong 2007 • Author “An Extraterrestrials Guide To making a Dollar”, “20 Steps to a high profit business” , “37 Mistakes managers make” and “Double your Success in 12 months” • Runner -up Australian Humorous Speech competition 1993 MEMBERSHIPS Financial Planning Association (member) World Entrepreneurs Organization (President 2006/08) International Coaching Federation (member) National Speakers Association of Australia (member) Brian has worked for several large organizations including Woolworths, Hungry Jacks, Pennywise and Bilo supermarkets, before starting several successful companies. He recently was President of the Entrepreneurs Organization and sold his share in the financial planning company Kensington Financial Services. He now runs two of the fastest growing small businesses in South Australia: Proper Financial Advice (Financial planning) and Proper Advice (Guaranteed success Business Coaching). He has given hundreds of speeches around the world on Entrepreneurialship and increasing profits. A regular guest commentator on Radio, Brian also is a leading charity fund raiser in South Australia. He has written four best selling books on Management, increasing profits and financial planning. He is also a lecturer at the Australia Institute of Business Administration for their MBA course. He is a graduate of the Hong Kong University Entrepreneur studies, has a Masters in Financial Planning, and is a Certified Financial Planner and competent Toastmaster.

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