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

Luke Bailey

16 Years experience
Tax advice
authorised
Currently at
Aware Financial Services Australia Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001005200

Luke Bailey is a financial adviser based in Sydney, New South Wales, with 16 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

2005
Diploma of Financial Services (Financial Planning)
Tribeca
2007
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2012
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2012
Master of Applied Finance (Financial Planning)
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - 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
Dec 2011 - Nov 2019 Ceased
Westpac Financial Services Limited
Aug 2010 - Nov 2011 Ceased

Source: ASIC Financial Advisers Register