LUKAS ALEXANDER STERGIOU

Financial Adviser ยท Wollongong, NSW

Registered

Registration Number

001270014

Registration Status

Registered

Location

Wollongong, NSW 2500

Providing Advice Since

2018

Registration Date

30/11/2018

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

๐Ÿ“š Qualifications & Training

2018 - Bachelor of Commerce (Finance & Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong
2019 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
2019 - DFP5V4 Tax for Financial Advising - Other - Kaplan Professional
2019 - TASACLv2 Commercial Law - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.