Data sourced from ASIC Financial Advisers Register
Financial Adviser · HOBART, TAS

Luke Anthony Klapsis

4 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001296520

Luke Anthony Klapsis is a financial adviser based in Hobart, Tasmania, with 4 years of experience in the financial services industry. Luke is currently authorised under Akumin Financial Planning Pty 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2020
Diploma of Financial Planning
Monarch Institute
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Apr 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register