Luke Stewart Martin
Financial Adviser in Balcatta, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001242408
- Location
- Balcatta WA 6021
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 11 March 2020
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce (Economics & Marketing), Curtin University of Technology (1999); Foundation DFP, Financial Planning Associtaion (2000); RG146 Core Diploma Skills, Kaplan Professional (2011); Graduate Diploma of Financial Planning, Kaplan (2024)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation authorisation does NOT include SMSF's
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke Stewart Martin
Luke Stewart Martin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Balcatta, Western Australia (adviser number 001242408).
The licensee Luke advises under is Personal Financial Services Ltd (AFS licence 234459). The current authorisation started on 11 March 2020.
According to the register, Luke first provided financial advice in 2004. The qualifications listed for Luke include Bachelor of Commerce (Economics & Marketing) (Curtin University of Technology, 1999), Foundation DFP (Financial Planning Associtaion, 2000) and RG146 Core Diploma Skills (Kaplan Professional, 2011).
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 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: “Superannuation authorisation does NOT include SMSF’s.”
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Questions people ask
Is Luke Stewart Martin a registered financial adviser?
Yes. Luke Stewart Martin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001242408.
Which licensee does Luke Stewart Martin work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Luke Stewart Martin 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. It also records this restriction: "Superannuation authorisation does NOT include SMSF's."