Luke Peter Swinburne
Financial Adviser in Victor Harbor, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005599
- Location
- Victor Harbor SA 5211
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 13 May 2022
- First provided advice
- 2003
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca Learning (2006); Diploma of Financial Services (Financial Planning), Tribeca Learning (2006); Self-Managed Super Funds Program, Tribeca Learning (2006); Certified Financial Planner Education Program, FPA Australia (2008); Margin Lending Accreditation Program, Financial Essentials (2011); Master of Financial Planning, Kaplan Higher Education (2017)
- Memberships
- Certified Financial Planner (CFP) of FPA Australia; Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Peter Swinburne
Luke Peter Swinburne is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Victor Harbor, South Australia (adviser number 001005599).
The licensee Luke advises under is Matrix Planning Solutions Limited (AFS licence 238256). The current authorisation started on 13 May 2022.
According to the register, Luke first provided financial advice in 2003. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2006), Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2006) and Self-Managed Super Funds Program (Tribeca Learning, 2006). Professional memberships recorded: Certified Financial Planner (CFP) of FPA Australia and Financial Advice Association of Australia (FAAA).
Luke is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Peter Swinburne a registered financial adviser?
Yes. Luke Peter Swinburne is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005599.
Which licensee does Luke Peter Swinburne work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Luke Peter Swinburne give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.