Luke Christian Elder
Financial Adviser in Lower Plenty, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000316493
- Location
- Lower Plenty VIC 3093
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 31 July 2019
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, LaTrobe University (1993); Certified Practising Accountant (CPA), CPA Australia (1996); Certified Financial Planner, Financial Planning Association of Australia (2004); Diploma of Financial Planning (1-8), Financial Planning Association of Australia (2004); Self Managed Superannuation Funds, Kaplan Professional (2012); Accredited Listed Product Adviser Program, Kaplan Professional (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- CPA Australia (CPA); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke Christian Elder
On the Financial Advisers Register kept by ASIC, Luke Christian Elder appears as a current financial adviser in Lower Plenty, Victoria, adviser number 000316493.
The licensee Luke advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 31 July 2019.
According to the register, Luke first provided financial advice in 2001. Qualifications and training on file include Bachelor of Commerce (LaTrobe University, 1993), Certified Practising Accountant (CPA) (CPA Australia, 1996) and Certified Financial Planner (Financial Planning Association of Australia, 2004). Professional memberships recorded: CPA Australia (CPA) and 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 8 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 Christian Elder a registered financial adviser?
Yes. Luke Christian Elder is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000316493.
Which licensee does Luke Christian Elder work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Luke Christian Elder 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.