Luke Maxwell Felsch
Financial Adviser in Forster, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003431
- Location
- Forster NSW 2428
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 December 2019
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); FPC001B Economic and Legal context for Financial Planning, Kaplan Professional (2021); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2022); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- 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
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke Maxwell Felsch
Luke Maxwell Felsch is a financial adviser in Forster, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001003431.
Luke provides advice as an authorised representative of Aware Financial Services Australia Limited, which holds Australian financial services licence 238430. The current authorisation started on 1 December 2019.
According to the register, Luke first provided financial advice in 2009. The qualifications listed for Luke include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012) and FPC001B Economic and Legal context for Financial Planning (Kaplan Professional, 2021). 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
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Questions people ask
Is Luke Maxwell Felsch a registered financial adviser?
Yes. Luke Maxwell Felsch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003431.
Which licensee does Luke Maxwell Felsch work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Luke Maxwell Felsch 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. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."