Financial Adviser
· LUTWYCHE, QLD
Luke Gregory Charles Marshall
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252449
Luke Gregory Charles Marshall is a financial adviser based in Lutwyche, Queensland, with 9 years of experience in the financial services industry. Luke is currently authorised under Kdm Financial And Estate Planning 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 Certified Financial Planner from FPA. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Applied Finance
Charles Sturt
2019
SMSF
Kaplan
2020
Certified Financial Planner
FPA
2020
Direct Equities
Kaplan
Registration History
AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insurance products and (b) life risk insurance products, Interests in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products, and superannuation.
Source: ASIC Financial Advisers Register