Financial Adviser · SCONE, NSW

Luke Volker

SCONE, NSW
14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000426676
Currently at
Mona Vale, NSW (firm address)

Luke Volker is a financial adviser based in Scone, New South Wales, with 14 years of experience in the financial services industry since 2012. Luke is currently authorised under Fintegrity Wealth Advisers, operating through Byb Wealth Management. Luke holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Luke's qualifications include a Master of Applied Finance from Macquarie University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of Commerce / Bachelor of Economics (Fin. & Banking)(Mgt. Acctg. & Bus. Law)(Econometrics)
University of New England
2012
Master of Applied Finance
Macquarie University
2014
Diploma of Financial Planning
Monarch Institute
2015
Advanced Diploma of Financial Planning
Monarch Institute
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Feb 2022 - Present Current
Mar 2020 - Feb 2022 Ceased
Mar 2015 - Mar 2020 Ceased

Source: ASIC Financial Advisers Register