Luke Benjamin Rathborne
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000334916
- Location
- Sydney NSW 2000
- Licensee
- Fortitude Private Wealth Pty Ltd. (AFSL 435732)
- Authorised since
- 17 June 2013
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce (Accounting and Finance), UNSW (1990); Professional Year, Institute of Chartered Accountants of Aust (1994); Graduate Diploma of Applied Finance, FINSIA (1997); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2013); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2014)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); FINSIA; 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 Benjamin Rathborne
Luke Benjamin Rathborne is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000334916.
Advice is given under the Australian financial services licence of Fortitude Private Wealth Pty Ltd., licence number 435732. That authorisation dates from 17 June 2013.
The register records 2004 as the year Luke first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Accounting and Finance) (UNSW, 1990), Professional Year (Institute of Chartered Accountants of Aust, 1994) and Graduate Diploma of Applied Finance (FINSIA, 1997). Luke is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ), FINSIA and SMSF Association.
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.
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Questions people ask
Is Luke Benjamin Rathborne a registered financial adviser?
Yes. Luke Benjamin Rathborne is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000334916.
Which licensee does Luke Benjamin Rathborne work under?
Fortitude Private Wealth Pty Ltd., Australian financial services licence 435732.
What can Luke Benjamin Rathborne 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.