Financial Adviser · BALCATTA, WA

Luke Stewart Martin

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001242408

Luke Stewart Martin is a financial adviser based in Balcatta, Western Australia, with 22 years of experience in the financial services industry. Luke is currently authorised under Personal Financial Services 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 (Economics & Marketing) from Curtin University of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Superannuation authorisation does NOT include SMSF's

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Commerce (Economics & Marketing)

Curtin University of Technology

2000

Foundation DFP

Financial Planning Associtaion

2011

RG146 Core Diploma Skills

Kaplan Professional

2024

Graduate Diploma of Financial Planning

Kaplan

Registration History

Personal Financial Services Ltd

Mar 2020 - Present Current

Superannuation authorisation does NOT include SMSF's

Financial Wisdom Limited

May 2016 - Mar 2020 Ceased

Not authorised to provide personal advice on Securities, and Standard Margin Lending

Commonwealth Financial Planning Limited

Jul 2004 - Sep 2007 Ceased

Source: ASIC Financial Advisers Register