LUKE JAMES KELLY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2008 - Bachelor of Commerce (Finance and Economics) - Bachelor Degree (AQF 7) - University of Wollongong
2011 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology
2014 - FNS60410 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2016 - Self Managed Superannuation Funds - - Kaplan
2017 - FChFP Fellow Chartered Financial Practitioner - Professional Designations - Association of Financial Advisers
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.