LUKE PETER SWINBURNE
Financial Adviser · Adelaide, SA
📚 Qualifications & Training
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
2006 - Self-Managed Super Funds Program - Other - Tribeca Learning
2008 - Certified Financial Planner Education Program - Professional Designations - FPA Australia
2011 - Margin Lending Accreditation Program - Other - Financial Essentials
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of FPA Australia
Financial Advice Association of Australia (FAAA)
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.