LUKE RANSON
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2003 - Diploma of Financial Services - Diploma (AQF 5) - AMP Financial Services
2004 - Masters of Financial Planning - - University of the Sunshine Coast
2011 - Accredited Derivatives Adviser Level One - Certificate (AQF 1-4) - Kaplan Professional
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2013 - AEPS Accredited Estate Planning Strategist - Professional Designations - FAAA
2013 - Certified Financial Planner - Professional Designations - FAAA
2014 - Registered Trust & Estate Practitioner - Professional Designations - Society of Trust and Estate Practitioners
2017 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.