Luke Michael Whiteley
Financial Adviser in Bellerive, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000324754
- Location
- Bellerive TAS 7018
- Licensee
- Merlea Investments Pty Ltd (AFSL 226415)
- Authorised since
- 15 January 2021
- First provided advice
- 2008
- Qualifications
- Managed Investments, Finsia (2007); Accredited Listed Product Adviser Program, Kaplan (2010); Diploma of Financial Services (Financial Planning), Institute of TAFE Tasmania (2010); Securities, Institute of TAFE Tasmania (2010); Margin Lending, Kaplan (2011)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke Michael Whiteley
Luke Michael Whiteley is a financial adviser in Bellerive, Tasmania, listed on the Financial Advisers Register kept by ASIC under adviser number 000324754.
Advice is given under the Australian financial services licence of Merlea Investments Pty Ltd, licence number 226415. That authorisation dates from 15 January 2021.
The register records 2008 as the year Luke first provided financial advice. Qualifications and training on file include Managed Investments (Finsia, 2007), Accredited Listed Product Adviser Program (Kaplan, 2010) and Diploma of Financial Services (Financial Planning) (Institute of TAFE Tasmania, 2010). Luke is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Michael Whiteley a registered financial adviser?
Yes. Luke Michael Whiteley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000324754.
Which licensee does Luke Michael Whiteley work under?
Merlea Investments Pty Ltd, Australian financial services licence 226415.
What can Luke Michael Whiteley 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.