Luke Robert Jones
Financial Adviser in Leongatha, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000450154
- Location
- Leongatha VIC 3953
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 3 February 2020
- First provided advice
- 2013
- Qualifications
- Bachelor of Business, Victoria University of Technology (2000); Master of Business, Victoria University of Technology (2007); Diploma of Financial Planning, Kaplan Professional Education (2013); Margin Lending, Kaplan Professional Education (2015); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2018); Certified Financial Planner, Financial Planning Association of Australia Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke Robert Jones
On the Financial Advisers Register kept by ASIC, Luke Robert Jones appears as a current financial adviser in Leongatha, Victoria, adviser number 000450154.
The licensee Luke advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). The current authorisation started on 3 February 2020.
According to the register, Luke first provided financial advice in 2013. Qualifications and training on file include Bachelor of Business (Victoria University of Technology, 2000), Master of Business (Victoria University of Technology, 2007) and Diploma of Financial Planning (Kaplan Professional Education, 2013). Professional memberships recorded: CFP – Certified Financial Planner (FPA) 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 retirement savings accounts, among 7 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 Robert Jones a registered financial adviser?
Yes. Luke Robert Jones is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000450154.
Which licensee does Luke Robert Jones work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Luke Robert Jones give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.