LUKE ERES
Financial Adviser · Keilor, VIC
📚 Qualifications & Training
1999 - CFP - - Financial Planning Association of Australia (FPA)
1999 - Diploma of Financial Planning - - Deakin
2007 - SMSF Specialist Adviser (SSA) - - Self Managed Super Fund Association of Australia
2010 - Margin Lending & Geared Investments - - Kaplan Education
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.