Luke Geoffrey Pollard
Financial Adviser in Traralgon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269628
- Location
- Traralgon VIC 3844
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 22 November 2018
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Kaplan (2018); Ethics and Professionalism in Financial Advice, Kaplan (2020); Graduate Diploma of Financial Planning, Kaplan (2022)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke Geoffrey Pollard
On the Financial Advisers Register kept by ASIC, Luke Geoffrey Pollard appears as a current financial adviser in Traralgon, Victoria, adviser number 001269628.
Luke provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. The current authorisation started on 22 November 2018.
According to the register, Luke first provided financial advice in 2018. Qualifications and training on file include Diploma of Financial Planning (Kaplan, 2018), Ethics and Professionalism in Financial Advice (Kaplan, 2020) and Graduate Diploma of Financial Planning (Kaplan, 2022).
Luke is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and managed discretionary account services. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Luke Geoffrey Pollard a registered financial adviser?
Yes. Luke Geoffrey Pollard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269628.
Which licensee does Luke Geoffrey Pollard work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Luke Geoffrey Pollard give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; managed discretionary account services.