Financial Adviser · KEW EAST, VIC

Luke Mcnamara

9 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001260208

Luke Mcnamara is a financial adviser based in Kew East, Victoria, with 9 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 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

2017

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2020

Certificate IV in Finance and Mortgage Broking

AAMC Training Group

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jan 2024 - Present Current

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

Choice Financial Advisors Pty Ltd

May 2021 - Oct 2023 Ceased

Premium Client Services Australia Pty Ltd

Nov 2018 - Apr 2021 Ceased

MYONLINEADVISERS PTY LTD

Nov 2017 - Nov 2018 Ceased

Advice on superannuation excludes self managed superannuation funds.

Source: ASIC Financial Advisers Register