Financial Adviser
· NORTH SYDNEY, NSW
Luke Ranson
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248615
Luke Ranson is a financial adviser based in North Sydney, New South Wales, with 25 years of experience in the financial services industry. Luke is currently authorised under Applied Wealth 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 Certified Financial Planner from FAAA. Luke is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce
Griffith University
2003
Diploma of Financial Services
AMP Financial Services
2004
Masters of Financial Planning
University of the Sunshine Coast
2011
Accredited Derivatives Adviser Level One
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2013
AEPS Accredited Estate Planning Strategist
FAAA
2013
Certified Financial Planner
FAAA
2014
Registered Trust & Estate Practitioner
Society of Trust and Estate Practitioners
2017
Accredited Aged Care Professional
Aged Care Steps
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional