Financial Adviser
· PHILLIP, ACT
Luke Alexander Smith
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000288708
Luke Alexander Smith is a financial adviser based in Phillip, Australian Capital Territory, with 22 years of experience in the financial services industry. Luke is currently authorised under Alliance Wealth Pty Ltd. Luke 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 Advanced Diploma of Financial Services (Financial Planning) from Archer College. Luke is a member of SPAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma of Financial Markets
Securities Institute Education
2006
Advanced Diploma of Financial Services (Financial Planning)
Archer College
2006
Diploma of Financial Services (Financial Planning)
Archer College
2015
SMSF Specialist Advisor (SSA) Accreditation Program
SMSF Association
2019
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2021
Client Engagement Skills Course (FPC007B)
Regulation & Legal Obligations - Kaplan Higher Education
2021
Investment Advice Course (FPC008)
Kaplan Higher Education
2023
Economic and Legal Context for Financial Planning Course (FPC001B)
Regulation & Legal Obligations - Kaplan Higher Education
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register