Financial Adviser · FORTITUDE VALLEY, QLD

Luke Rogers

22 Years experience
Tax advice
authorised
Currently at
Fortitude Valley, QLD
ASIC Registered · ADV 000448160

Luke Rogers is a financial adviser based in Fortitude Valley, Queensland, with 22 years of experience in the financial services industry. Luke is currently authorised under Graystone Capital 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 Commerce and Business Management from University of Queensland. Luke is a member of Tax Practitioners Board.

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

2002
Bachelor of Commerce and Business Management
University of Queensland
2007
Graduate Diploma of Applied Finance and Investment
Finsia Education
2009
ASX Derivatives Accreditation Level 1&2
Tribecca
2017
Diploma of Financial Planning
Monarch Institute
2020
FASEA
FASEA

Registration History

Apr 2021 - Present Current
Oct 2013 - Mar 2021 Ceased
Jan 2009 - Oct 2013 Ceased

Source: ASIC Financial Advisers Register