LUKE ANDREW MARTON

Financial Adviser ยท Victoria Point, QLD

Registered

Registration Number

000314696

Registration Status

Registered

Location

Victoria Point, QLD 4165

Providing Advice Since

2006

Registration Date

06/11/2020

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2010 - Bachelor of Commerce in Financial Planning and Investments - Bachelor Degree (AQF 7) - Griffith University
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2017 - Master of Commerce (Applied Finance) - Masters Degree (AQF 9) - Griffith University

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.