Financial Adviser
· CANBERRA, ACT
David Luke
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005632
David Luke is a financial adviser based in Canberra, Australian Capital Territory, with 22 years of experience in the financial services industry. David is currently authorised under Fintegrity Wealth Advisers Pty Ltd. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Canberra. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce
University of Canberra
2010
Diploma of Financial Services
Kaplan
2010
Financial Planning
Kaplan
Registration History
You are authorised to perform the following tasks:Deposit and payment products limited to:oBasic Deposit Products;oDeposit Products other than basic Deposit ProductsLife Products including;a)Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and b)Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;Interest in Managed Investment Schemes including investor directed portfolio services;Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997);Superannuation and retirement products
Source: ASIC Financial Advisers Register