Financial Adviser
· MORNINGTON, VIC
Luke James Dean
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000421781
Luke James Dean is a financial adviser based in Mornington, Victoria, with 15 years of experience in the financial services industry. Luke is currently authorised under Advice Loop 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 Advice Association of Australia. Luke is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Business and Commerce
Monash University
2014
Course in Self Managed Superannuation Funds
Kaplan Professional
2014
Diploma of Financial Planning
Mentor Education
2016
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2022
SMSF Specialist Adviser (SSA)
SMSF Association
2025
Certified Financial Planner
Financial Advice Association of Australia
2025
Master of Financial Planning
Deakin University
Registration History
EVERMORE MONEY MANAGEMENT PTY LTD
Unable to deal in derivatives.
FINANCIAL SERVICES PARTNERS PTY LIMITED
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
GOLDEN FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register