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

Luke Michael Priddis

22 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000282583

Luke Michael Priddis is a financial adviser based in Penrith, New South Wales, with 22 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 Graduate Diploma of Financial Planning from Deakin University.

Authorised to Advise On

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

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 Advising
Securities Institute
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
SMSF Course
University of Adelaide
2023
Graduate Diploma of Financial Planning
Deakin University

Registration History

Akumin Financial Planning Pty Limited
Apr 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Nov 2004 - Apr 2022 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register