Lucas Chan

Advice Relationships Manager @ HESTA | CFP®

Greater Melbourne Area

About

Experience

  • HESTA (7 yrs)
    • Advice Relationships Manager
      Jan 2025 - Present · 1 yr 7 mos

    • Superannuation Adviser
      Feb 2022 - Jan 2025 · 3 yrs

    • Financial Planner
      Aug 2019 - Feb 2022 · 2 yrs 7 mos

  • Commonwealth Bank (6 yrs 7 mos)
    • Financial Planner
      May 2016 - Aug 2019 · 3 yrs 4 mos

    • Servicing Planner
      Feb 2014 - May 2016 · 2 yrs 4 mos

    • Wealth Management Graduate
      Feb 2013 - Feb 2014 · 1 yr 1 mo

  • Client Service Consultant at MLC Australia
    Mar 2012 - Jan 2013 · 11 mos

  • Accounting Administrator (Internship) at Super Concepts
    Dec 2011 - Feb 2012 · 3 mos

  • Business Development and Sales Executive at AIESEC
    2011 - Feb 2012 · 1 yr 2 mos