LUKE ANDREW MORRIS
Financial Adviser · Peregian Beach, QLD
📚 Qualifications & Training
2003 - Diploma of Financial Markets - - Securities Institute
2008 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - FINSIA
2009 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Higher Education
2009 - Self Managed Superannuation Funds - Other - Kaplan
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
SMSF Association
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.