Luke Andrew Morris
Financial Adviser in Peregian Beach, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000458025
- Location
- Peregian Beach QLD 4573
- Licensee
- Adviceiq Partners Pty Ltd (AFSL 332957)
- Authorised since
- 16 May 2014
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Markets, Securities Institute (2003); Graduate Certificate in Financial Planning, FINSIA (2008); Graduate Diploma of Applied Finance, Kaplan Higher Education (2009); Self Managed Superannuation Funds, Kaplan (2009); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2022)
- Memberships
- SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke Andrew Morris
Luke Andrew Morris is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Peregian Beach, Queensland (adviser number 000458025).
The licensee Luke advises under is Adviceiq Partners Pty Ltd (AFS licence 332957). That authorisation dates from 16 May 2014.
The register records 2008 as the year Luke first provided financial advice. Qualifications and training on file include Diploma of Financial Markets (Securities Institute, 2003), Graduate Certificate in Financial Planning (FINSIA, 2008) and Graduate Diploma of Applied Finance (Kaplan Higher Education, 2009). Professional memberships recorded: SMSF Association.
The authorisation covers advice 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.
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Questions people ask
Is Luke Andrew Morris a registered financial adviser?
Yes. Luke Andrew Morris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000458025.
Which licensee does Luke Andrew Morris work under?
Adviceiq Partners Pty Ltd, Australian financial services licence 332957.
What can Luke Andrew Morris 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.