Financial Adviser · RICHMOND, VIC

Luke Van Der Pligt

25 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000331654

Luke Van Der Pligt is a financial adviser based in Richmond, Victoria, with 25 years of experience in the financial services industry. Luke is currently authorised under Charter Financial Planning 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 Bachelor of Business (Accounting) from Royal Melbourne Institute Of Technology.

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

1992

Bachelor of Business (Accounting)

Royal Melbourne Institute Of Technology

2003

Advanced Diploma of Financial Services (Financial Planning)

ThreeSixty

2015

Self Managed Superannuation Funds

Mentor Education Pty Ltd

Registration History

Charter Financial Planning Limited

Aug 2012 - Present Current

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

JIGSAW SUPPORT SERVICES PTY LIMITED

Mar 2008 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register