Financial Adviser · VICTOR HARBOR, SA

Luke Peter Swinburne

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005599

Luke Peter Swinburne is a financial adviser based in Victor Harbor, South Australia, with 23 years of experience in the financial services industry. Luke is currently authorised under Matrix Planning Solutions Limited. 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 Education Program from FPA Australia. Luke is a member of Certified Financial Planner (CFP) of FPA Australia and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca Learning
2006
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2006
Self-Managed Super Funds Program
Tribeca Learning
2008
Certified Financial Planner Education Program
FPA Australia
2011
Margin Lending Accreditation Program
Financial Essentials
2017
Master of Financial Planning
Kaplan Higher Education

Registration History

May 2022 - Present Current
Jul 2007 - Jan 2022 Ceased

Source: ASIC Financial Advisers Register