Financial Adviser · TAREE, NSW

Jason Paul Lukjanenko

21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000292639

Jason Paul Lukjanenko is a financial adviser based in Taree, New South Wales, with 21 years of experience in the financial services industry. Jason is currently authorised under Lifespan Financial Planning Pty Ltd. Jason 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 Business from University of Technology Sydney.

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

2005
Diploma of Financial Services (Financial Planning)
AMP
2006
Bachelor of Business
University of Technology Sydney
2011
Certificate IV in Financial Services (Mortgage Broking)
Intellitrain Pty Ltd
2014
Cavendish & ICFS Specialist SMSF Course
University of Adelaide
2018
Tier 1 Margin Lending
Professional Designations - Kaplan

Registration History

Sep 2022 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Mar 2021 - Sep 2022 Ceased
Mar 2020 - Mar 2021 Ceased
LONSDALE FINANCIAL GROUP PTY LTD
Jun 2018 - Nov 2019 Ceased
Jul 2011 - May 2018 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GPL (VIC) PTY LTD
Dec 2009 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register