LUKE WILLIAM ROBERTS
Financial Adviser · Hobart, TAS
📚 Qualifications & Training
2003 - Bachelor Of Economics - - University Of Tasmania
2006 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA
2011 - Margin Lending - - Pinnacle Financial Services Academy
2012 - Certified Financial Planner - - Financial Planning Association of Australia
2015 - Accredited Listed Product Adviser Program - - Kaplan
🏢 Professional Memberships
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.