Luke Andrew Marton
Financial Adviser in Victoria Point, Queensland, Australia
Review Luke Andrew Marton
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000314696
- Location
- Victoria Point QLD 4165
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 24 July 2023
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), ThreeSixty (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Bachelor of Commerce in Financial Planning and Investments, Griffith University (2010); Margin Lending and Geared Investments, Kaplan Professional (2010); Master of Commerce (Applied Finance), Griffith University (2017)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke Andrew Marton
Luke Andrew Marton is a financial adviser in Victoria Point, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000314696.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 24 July 2023.
The register records 2006 as the year Luke first provided financial advice. The qualifications listed for Luke include Diploma of Financial Services (Financial Planning) (ThreeSixty, 2006), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010) and Bachelor of Commerce in Financial Planning and Investments (Griffith University, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Luke is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
Reviews
Nobody has reviewed Luke Andrew Marton here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Luke Andrew Marton a registered financial adviser?
Yes. Luke Andrew Marton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000314696.
Which licensee does Luke Andrew Marton work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Luke Andrew Marton give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."