Financial Adviser
· FORTITUDE VALLEY, QLD
Luke James Andersen
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000315391
Luke James Andersen is a financial adviser based in Fortitude Valley, Queensland, with 15 years of experience in the financial services industry. Luke is currently authorised under Connectus AFSL 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 Management from QUT. 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business Management
QUT
2007
Graduate Diploma of Financial Planning
FINSIA
2011
Margin Lending & Geared Investments
Kaplan
2013
SMSF
Pinnacle
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan