Luke Alexander Smith
Financial Adviser in Phillip, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000288708
- Location
- Phillip ACT 2606
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 23 November 2021
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Markets, Securities Institute Education (2001); Advanced Diploma of Financial Services (Financial Planning), Archer College (2006); Diploma of Financial Services (Financial Planning), Archer College (2006); SMSF Specialist Advisor (SSA) Accreditation Program, SMSF Association (2015); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2019); Client Engagement Skills Course (FPC007B), Kaplan Higher Education (2021); Investment Advice Course (FPC008), Kaplan Higher Education (2021); Economic and Legal Context for Financial Planning Course (FPC001B), Kaplan Higher Education (2023)
- Memberships
- SPAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke Alexander Smith
Luke Alexander Smith is a financial adviser in Phillip, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000288708.
Luke provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 23 November 2021.
The register records 2004 as the year Luke first provided financial advice. Qualifications and training on file include Diploma of Financial Markets (Securities Institute Education, 2001), Advanced Diploma of Financial Services (Financial Planning) (Archer College, 2006) and Diploma of Financial Services (Financial Planning) (Archer College, 2006). Luke is recorded as a member of SPAA.
Luke is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Luke Alexander Smith a registered financial adviser?
Yes. Luke Alexander Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000288708.
Which licensee does Luke Alexander Smith work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Luke Alexander Smith give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.