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Justin Lucas

Financial Adviser

|

Certified

Justin Lucas

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Justin provides tailored investment and strategic advice to high net worth and ultra-high net worth individuals and families. Working as part of a team, Justin delivers advice in relation to investment strategy, asset allocation, portfolio construction, superannuation, structuring and estate planning. Justin began his career in private client management in the mid 2000s and believes passionately about providing independent, bespoke advice to a small but highly valued group of clients. He has most recently worked at Commonwealth Private. Prior to that, Justin worked at UBS Wealth Management (London) and Goldman Sachs JBWere (Melbourne). Justin holds a Master of Applied Finance from Macquarie University, a Bachelor of Commerce (Finance) from Monash University as well as an Advanced Diploma in Financial Planning.

Address

Level 15, 385 Bourke St,, Melbourne, VIC, AU, 3000

Phone

Mobile

Email

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Organisation

  • Koda Capital

Company number

Services offered

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.