LUKE BENJAMIN RATHBORNE

Financial Adviser · Sydney, NSW

Registered

Registration Number

000334916

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2004

Registration Date

17/06/2013

Financial Services Licensee

FORTITUDE PRIVATE WEALTH PTY LTD.

Licence #000435732

📚 Qualifications & Training

1990 - Bachelor of Commerce (Accounting and Finance) - - UNSW
1994 - Professional Year - - Institute of Chartered Accountants of Aust
1997 - Graduate Diploma of Applied Finance - - FINSIA
2013 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA)
2014 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association

🏢 Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
FINSIA
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.