LUKE ROBERT JONES
Financial Adviser · Korumburra, VIC
📚 Qualifications & Training
2000 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University of Technology
2007 - Master of Business - Masters Degree (AQF 9) - Victoria University of Technology
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2015 - Margin Lending - Other - Kaplan Professional Education
2018 - 5 unit CFP Certification Program - Other - Financial Planning Association of Australia Limited
2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
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.