Data sourced from ASIC Financial Advisers Register
Financial Adviser · NOTTING HILL, VIC

Georgina Joy Luke

38 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000225227

Georgina Joy Luke is a financial adviser based in Notting Hill, Victoria, with 38 years of experience in the financial services industry. Georgina is currently authorised under Akumin Financial Planning Pty Limited. Georgina 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 Advanced 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 Derivatives Deposit Products Government Bonds Margin Lending

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

2001
Foundation Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2016
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2017
Margin Lending
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Nov 2016 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GWM ADVISER SERVICES PTY LTD
Apr 2005 - Oct 2016 Ceased
ELDERS FINANCIAL PLANNING PTY LTD
Dec 2002 - Mar 2005 Ceased

Source: ASIC Financial Advisers Register