Financial Adviser
· BELLERIVE, TAS
Luke Michael Whiteley
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000324754
Luke Michael Whiteley is a financial adviser based in Bellerive, Tasmania, with 18 years of experience in the financial services industry. Luke is currently authorised under Merlea Investments 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 Diploma of Financial Services (Financial Planning) from Institute of TAFE Tasmania. 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
2007
Managed Investments
Finsia
2010
Accredited Listed Product Adviser Program
Kaplan
2010
Diploma of Financial Services (Financial Planning)
Institute of TAFE Tasmania
2010
Securities
Institute of TAFE Tasmania
2011
Margin Lending
Kaplan
Registration History
Not authorised to provide advice on Self Managed Superannuation
Source: ASIC Financial Advisers Register