Financial Adviser · WAGGA WAGGA, NSW

Luke William Farrugia

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001262696

Luke William Farrugia is a financial adviser based in Wagga Wagga, New South Wales, with 8 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 Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

2015

Diploma of Financial Planning

International Institute of Technology Pty Ltd (IIT)

2016

Advanced Diploma of Financial Planning

International Institute of Technology Pty Ltd (IIT)

2019

SMSF Course

International Institute of Technology Pty Ltd (IIT)

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2024

Commercial Law

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Oct 2025 - 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

Mar 2018 - 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