Financial Adviser · SIPPY DOWNS, QLD

Luke Thomas Saltmarsh

SIPPY DOWNS, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001265971

Currently at

Sunshine Financial

Bundall, QLD (firm address)

View firm profile

Luke Thomas Saltmarsh is a financial adviser based in Sippy Downs, Queensland, with 8 years of experience in the financial services industry since 2018. Luke is currently authorised under Alliance Wealth, operating through Sunshine Financial. Luke holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Luke's qualifications include a Bachelor of Business (Management) from Royal Melbourne Institute of Technology (RMIT).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2015

Bachelor of Business (Management)

Royal Melbourne Institute of Technology (RMIT)

2017

Diploma of Financial Planning (DFP1-3)

Kaplan Professional

2017

Securities and Managed Investments Program (DFP4)

Kaplan Professional

2018

Advanved Diploma of Financial Planning

Kaplan Professional

2025

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Jul 2023 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Alliance Wealth Pty Ltd

Jul 2018 - Jun 2023 Ceased

Not authorised to provide advice on self managed superannuation funds

Source: ASIC Financial Advisers Register