Markey Financial Services
Cody Lucas
Senior Financial Adviser
Cody brings his extensive knowledge and experience to the Markey Financial Services team, delivering high quality Strategic Financial Advice to clients. Cody is passionate about helping his clients to achieve their financial goals/objectives. Cody’s key focus is to build strong relationships and ensure his clients engage and understand every step of the financial planning process.
Cody’s Qualifications include:
• Bachelor of Commerce (Finance)
• Advanced Diploma of Financial Planning
• Diploma of Financial Planning
• Certificate IV in Finance & Mortgage Broking
• Justice of the Peace (JP)
Cody’s Industry Memberships include:
• Financial Planning Association (FPA)
Our Financial Services team is Licensed to provide Personal Financial Advice in the following areas:
• Superannuation/Investment Advice
• Retirement Planning
• Budget/Cashflow Management
• Debt Management
• Personal Insurance
• Business Insurance
• Estate Planning
• Centrelink/DVA Assistance
Cody’s Qualifications include:
• Bachelor of Commerce (Finance)
• Advanced Diploma of Financial Planning
• Diploma of Financial Planning
• Certificate IV in Finance & Mortgage Broking
• Justice of the Peace (JP)
Cody’s Industry Memberships include:
• Financial Planning Association (FPA)
Our Financial Services team is Licensed to provide Personal Financial Advice in the following areas:
• Superannuation/Investment Advice
• Retirement Planning
• Budget/Cashflow Management
• Debt Management
• Personal Insurance
• Business Insurance
• Estate Planning
• Centrelink/DVA Assistance
Lisa Murgatroyd
Client Service Manager
Lisa’s professionalism and attention to detail has contributed to the success of Markey Financial Services since 2004.
Lisa is a trusted administrator who uses her extensive knowledge and experience to enable all aspects of the Markey business achieve successful outcomes for all clients.
Lisa also uses her extensive organisational skills to ensure accurate and efficient support to our Senior Financial Adviser, Cody Lucas.
Our Financial Services team is Licensed to provide Personal Financial Advice in the following areas:
• Superannuation/Investment Advice
• Retirement Planning
• Budget/Cashflow Management
• Debt Management
• Personal Insurance
• Business Insurance
• Estate Planning
• Centrelink/DVA Assistance
Lisa is a trusted administrator who uses her extensive knowledge and experience to enable all aspects of the Markey business achieve successful outcomes for all clients.
Lisa also uses her extensive organisational skills to ensure accurate and efficient support to our Senior Financial Adviser, Cody Lucas.
Our Financial Services team is Licensed to provide Personal Financial Advice in the following areas:
• Superannuation/Investment Advice
• Retirement Planning
• Budget/Cashflow Management
• Debt Management
• Personal Insurance
• Business Insurance
• Estate Planning
• Centrelink/DVA Assistance
