LUKE JAMES DEAN
Financial Adviser · Mornington, VIC
📚 Qualifications & Training
2008 - Bachelor of Business and Commerce - Bachelor Degree (AQF 7) - Monash University
2014 - Course in Self Managed Superannuation Funds - Other - Kaplan Professional
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2016 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2022 - SMSF Specialist Adviser (SSA) - Professional Designations - SMSF Association
2025 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
🏢 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.