LUKE PAUL DALZIEL-DON

Financial Adviser ยท Tingalpa, QLD

Registered

Registration Number

000301511

Registration Status

Registered

Location

Tingalpa, QLD 4173

Providing Advice Since

2011

Registration Date

06/07/2020

Financial Services Licensee

COBALT ADVISERS PTY LTD

Licence #000512550

๐Ÿ“š Qualifications & Training

2010 - Diploma Financial Sevices (Financial Planning) FNS50804 - Diploma (AQF 5) - International Institute of Technology
2015 - Diploma of Business - Diploma (AQF 5) - TAFE QLD
2018 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - International Institute of Technology
2018 - SuperConcepts & ICFS Specialist SMSF - Advanced Diploma (AQF 6) - University of Adelaide

โ„น๏ธ 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.