Financial Adviser · ESSENDON, VIC

Luke Di Pietro

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000246869

Luke Di Pietro is a financial adviser based in Essendon, Victoria, with 20 years of experience in the financial services industry. Luke is currently authorised under Count Financial 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. 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: Not authorised to provide personal advice in Aged Care.

Authorised to provide tax financial advice services

Qualifications and Training

2004
Foundation DFP
Financial Planning Association of Australia (FPA)
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
DPML Margin Lending
Pinnacle Financial Services Academy
2021
Accredited Listed Product Adviser Program
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
2021
Introduction to Self Managed Superannuation Funds
Kaplan Professional

Registration History

Mar 2021 - Present Current
Not authorised to provide personal advice in Aged Care.
Oct 2005 - Mar 2021 Ceased
Superannuation - All excludes Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register