Financial Adviser · WARNERS BAY, NSW

Luke Anthony Styles

15 Years experience
Tax advice
authorised
Currently at
East Maitland, NSW
ASIC Registered · ADV 001237142

Luke Anthony Styles is a financial adviser based in Warners Bay, New South Wales, with 15 years of experience in the financial services industry. Luke is currently authorised under Sensibly Pty Ltd. 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 Bachelor of Business from Swinburne University of Technology.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Bachelor of Business
Swinburne University of Technology
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Sep 2023 - Present Current
Sep 2017 - Aug 2023 Ceased
Jun 2016 - May 2017 Ceased
MDA services are 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.
Nov 2015 - May 2016 Ceased
Excludes SMSF
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Jan 2011 - Mar 2015 Ceased

Source: ASIC Financial Advisers Register