Financial Adviser
· HOBART, TAS
Luke William Roberts
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003053
Luke William Roberts is a financial adviser based in Hobart, Tasmania, with 21 years of experience in the financial services industry. Luke is currently authorised under Sgn Financial 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 Certified Financial Planner from Financial Planning Association of Australia. 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
2003
Bachelor Of Economics
University Of Tasmania
2006
Graduate Diploma of Applied Finance and Investment
FINSIA
2011
Margin Lending
Pinnacle Financial Services Academy
2012
Certified Financial Planner
Financial Planning Association of Australia
2015
Accredited Listed Product Adviser Program
Kaplan