Financial Adviser
· BURSWOOD, WA
Luke James Buttersfield
No disciplinary history on record with ASIC
BURSWOOD,
WA
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242818
About Luke James Buttersfield
Luke James Buttersfield is a financial adviser based in Burswood, Western Australia, with 25 years of experience in the financial services industry since 2001. Luke is currently authorised under Byfields Advice. 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 Advanced Diploma of Financial Planning from Three Sixty. Luke is a member of Financial Advice Association of Australia (FAAA).
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
2004
Advanced Diploma of Financial Planning
Three Sixty
2010
Margin Lending & Geared Investments
Kaplan
2018
Fellow Chartered Financial Practitioner
Association of Financial Advisers
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Self Managed Superannuation Funds
Kaplan
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
SENTRY FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register