Financial Adviser
· GRAFTON, NSW
Luke Anthony Patricks
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000321928
Luke Anthony Patricks is a financial adviser based in Grafton, New South Wales, with 18 years of experience in the financial services industry. Luke is currently authorised under Godfrey Pembroke Group 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 Bachelor of Commerce from University of Queensland. 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
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
University of Queensland
2000
Bachelor of Laws
University of Queensland
2008
Diploma of Financial Planning
Kaplan Australia
2010
Advanced Diploma of Financial Planning FNS60404
Kaplan Australia