Financial Adviser
· WOLLONGONG, NSW
Lukas Alexander Stergiou
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270014
Lukas Alexander Stergiou is a financial adviser based in Wollongong, New South Wales, with 8 years of experience in the financial services industry. Lukas is currently authorised under Morgans Financial Limited. Lukas 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 Commerce (Finance & Financial Planning) from University of Wollongong.
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
2018
Bachelor of Commerce (Finance & Financial Planning)
University of Wollongong
2019
Accredited Aged Care Professional
Aged Care Steps
2019
DFP5V4 Tax for Financial Advising
Kaplan Professional
2019
TASACLv2 Commercial Law
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional