Financial Adviser
· PEREGIAN BEACH, QLD
Luke Andrew Morris
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000458025
Luke Andrew Morris is a financial adviser based in Peregian Beach, Queensland, with 18 years of experience in the financial services industry. Luke is currently authorised under Adviceiq Partners 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 Graduate Diploma of Applied Finance from Kaplan Higher Education. Luke is a member of SMSF Association.
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
2003
Diploma of Financial Markets
Securities Institute
2008
Graduate Certificate in Financial Planning
FINSIA
2009
Graduate Diploma of Applied Finance
Kaplan Higher Education
2009
Self Managed Superannuation Funds
Kaplan
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education