Financial Adviser · VICTORIA POINT, QLD

Luke Andrew Marton

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000314696

Luke Andrew Marton is a financial adviser based in Victoria Point, Queensland, with 20 years of experience in the financial services industry. Luke is currently authorised under Capstone Financial 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 Master of Commerce (Applied Finance) from Griffith University. 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

Restrictions: This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Financial Planning)
ThreeSixty
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Bachelor of Commerce in Financial Planning and Investments
Griffith University
2010
Margin Lending and Geared Investments
Kaplan Professional
2017
Master of Commerce (Applied Finance)
Griffith University

Registration History

Jul 2023 - Present Current
This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Sep 2022 - Jul 2023 Ceased
This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Nov 2020 - Sep 2022 Ceased
GWM ADVISER SERVICES PTY LTD
Aug 2011 - Nov 2020 Ceased
W B FINANCIAL MANAGEMENT PTY LTD
Nov 2006 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register