Financial Adviser
· LEEDERVILLE, WA
Luke Elden Smith
No disciplinary history on record with ASIC
LEEDERVILLE,
WA
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000377450
About Luke Elden Smith
Luke Elden Smith is a financial adviser based in Leederville, Western Australia, with 16 years of experience in the financial services industry since 2010. Luke is currently authorised under Pfp Financial Services, operating through Navarino 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 Masters of Applied Finance from Kaplan.
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
2009
Bachelor of Business (Finance)
Edith Cowan University
2009
Diploma of Financial Services (Financial Planning)
RG 146 Training Australia
2011
Margin Lending & Geared Investments
Kaplan Professional
2011
Self Managed Superannuation Funds
Kaplan Professional
2013
Masters of Applied Finance
Kaplan
Registration History
BADGE FINANCIAL PTY LTD
SENTRY FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register