Financial Adviser · SYDNEY, NSW

Luke Benjamin Rathborne

SYDNEY, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000334916

Currently at

Fortitude Private Wealth

Sydney, NSW (firm address)

View firm profile

About Luke Benjamin Rathborne

Luke Benjamin Rathborne is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry since 2004. Luke is currently authorised under Fortitude Private Wealth. 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). Luke is a member of Chartered Accountants Australia and New Zealand (CA ANZ), FINSIA and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1990

Bachelor of Commerce (Accounting and Finance)

UNSW

1994

Professional Year

Institute of Chartered Accountants of Aust

1997

Graduate Diploma of Applied Finance

FINSIA

2013

Certified Financial Planner (CFP)

Financial Planning Association (FPA)

2014

SMSF Specialist Advisor (SSA) Accreditation

SMSF Association

Registration History

Fortitude Private Wealth Pty Ltd.

Jun 2013 - Present Current

Lionsgate Financial Group Pty. Ltd.

Jul 2011 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register