LUKE ALEXANDER
Financial Adviser · Milsons Point, NSW
📚 Qualifications & Training
2017 - ASX Accredited Derivatives Adviser Level 1 (ADA1) - - Kaplan Education
2017 - ASX Accredited Derivatives Adviser Level 2 (ADA2) - - Kaplan Education
2020 - BBus (Applied Finance) - Bachelor Degree (AQF 7) - Western Sydney University
2023 - Cert IV Finance & Mortgage Broking - Certificate (AQF 1-4) - Entry Education
2023 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
ℹ️ 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.