Financial Adviser
· MELBOURNE, VIC
Luke Alan Window
No disciplinary history on record with ASIC
13
Years experience
ASIC Registered · ADV 000432316
Luke Alan Window is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry. Luke is currently authorised under Endeavor Asset Management Pty. Ltd.. Luke holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Commerce from University of South Australia.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Government Debentures, Stocks or Bonds - Class of Product Only;
Qualifications and Training
2008
Bachelor of Commerce
University of South Australia
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Government Debentures, Stocks or Bonds - Class of Product Only;
WEALTH TRAIL PTY LTD
Government Debentures, Stocks or Bonds - Class of Product Only
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register