Financial Adviser
· APPLECROSS, WA
Luke Vincent
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267988
Luke Vincent is a financial adviser based in Applecross, Western Australia, with 8 years of experience in the financial services industry. Luke is currently authorised under Design Advisory Group 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 Bachelor of Commerce (Finance and Management) from Curtin University. Luke is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning
Kaplan
2019
Bachelor of Commerce (Finance and Management)
Curtin University
2021
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register