LUKE SHAD
Financial Adviser · Parkside, SA
📚 Qualifications & Training
2011 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales
2012 - Diploma of Financial Services (Financial Planning) - - Kaplan
2024 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Client engagement skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Economics & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2025 - Superannuation and Retirement Advice - Graduate Certificate (AQF 8) - Kaplan Professional
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.