Financial Adviser · LEONGATHA, VIC

Luke Robert Jones

13 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000450154

Luke Robert Jones is a financial adviser based in Leongatha, Victoria, with 13 years of experience in the financial services industry. Luke is currently authorised under Consultum Financial Advisers 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 Limited. Luke is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Business

Victoria University of Technology

2007

Master of Business

Victoria University of Technology

2013

Diploma of Financial Planning

Kaplan Professional Education

2015

Margin Lending

Kaplan Professional Education

2018

5 unit CFP Certification Program

Financial Planning Association of Australia Limited

2018

Certified Financial Planner

Financial Planning Association of Australia Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Consultum Financial Advisers Pty Ltd

Feb 2020 - Present Current

Akumin Financial Planning Pty Limited

Dec 2013 - Jan 2020 Ceased

Source: ASIC Financial Advisers Register