LUKE JOHN TAYLOR
Financial Adviser · Surrey Hills, VIC
📚 Qualifications & Training
2002 - Bachelor Business - Bachelor Degree (AQF 7) - University of Sunshine Coast
2004 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia
2005 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia
2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage and Finance Association of Australia (MFAA)
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.