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

Luke Bowler

21 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000295174

Luke Bowler is a financial adviser based in Penrith, New South Wales, with 21 years of experience in the financial services industry. Luke is currently authorised under Akumin Financial Planning Pty 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).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning)
AMP Limited
2006
Bachelor of Business (Applied Finance)
University of Western Sydney
2013
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Nov 2005 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register