Data sourced from ASIC Financial Advisers Register
Financial Adviser · FORSTER, NSW

Luke Maxwell Felsch

17 Years experience
Tax advice
authorised
Currently at
Aware Financial Services Australia Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001003431

Luke Maxwell Felsch is a financial adviser based in Forster, New South Wales, with 17 years of experience in the financial services industry. Luke is currently authorised under Aware Financial Services Australia Limited. 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). Luke 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 Securities Deposit Products Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2021
FPC001B Economic and Legal context for Financial Planning
Kaplan Professional
2022
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Aware Financial Services Australia Limited
Dec 2019 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
Aug 2018 - Nov 2019 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Feb 2016 - Aug 2018 Ceased
Australia And New Zealand Banking Group Limited
Jan 2009 - Dec 2015 Ceased
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register