Luke Sanders Watson
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000338518
- Location
- Subiaco WA 6008
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 3 July 2023
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Planning, Mentor Education Group (2010); Margin lending and Geared Investments, Kaplan Professional (2010); Self-Managed Superannuation Fund, Kaplan Professional (2019)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke Sanders Watson
On the Financial Advisers Register kept by ASIC, Luke Sanders Watson appears as a current financial adviser in Subiaco, Western Australia, adviser number 000338518.
The licensee Luke advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 3 July 2023.
The register records 2009 as the year Luke first provided financial advice. The qualifications listed for Luke include Diploma of Financial Planning (Mentor Education Group, 2010), Margin lending and Geared Investments (Kaplan Professional, 2010) and Self-Managed Superannuation Fund (Kaplan Professional, 2019).
Luke is authorised to advise 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.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
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Questions people ask
Is Luke Sanders Watson a registered financial adviser?
Yes. Luke Sanders Watson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338518.
Which licensee does Luke Sanders Watson work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Luke Sanders Watson 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."