Luke William Farrugia
Financial Adviser in Wagga Wagga, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001262696
- Location
- Wagga Wagga NSW 2650
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706); Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 22 October 2025
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2015); Advanced Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2016); SMSF Course, International Institute of Technology Pty Ltd (IIT) (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021); Commercial Law, Kaplan Higher Education Pty Limited (2024); Accredited Aged Care Professional, Aged Care Steps (2025)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke William Farrugia
Luke William Farrugia is a financial adviser in Wagga Wagga, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001262696.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The register also lists Charter Financial Planning Limited (licence 234665). The current authorisation started on 22 October 2025.
The register records 2018 as the year Luke first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (International Institute of Technology Pty Ltd (IIT), 2015), Advanced Diploma of Financial Planning (International Institute of Technology Pty Ltd (IIT), 2016) and SMSF Course (International Institute of Technology Pty Ltd (IIT), 2019).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Luke William Farrugia a registered financial adviser?
Yes. Luke William Farrugia is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001262696.
Which licensee does Luke William Farrugia work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706 and Charter Financial Planning Limited, Australian financial services licence 234665.
What can Luke William Farrugia 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."