Luke William Roberts
Financial Adviser in Hobart, Tasmania, Australia
Review Luke William Roberts
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003053
- Location
- Hobart TAS 7000
- Licensee
- SGN Financial Pty Ltd (AFSL 490523)
- Authorised since
- 17 May 2019
- First provided advice
- 2005
- Qualifications
- Bachelor Of Economics, University Of Tasmania (2003); Graduate Diploma of Applied Finance and Investment, FINSIA (2006); Margin Lending, Pinnacle Financial Services Academy (2011); Certified Financial Planner, Financial Planning Association of Australia (2012); Accredited Listed Product Adviser Program, Kaplan (2015)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke William Roberts
Luke William Roberts is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hobart, Tasmania (adviser number 001003053).
Advice is given under the Australian financial services licence of SGN Financial Pty Ltd, licence number 490523. The current authorisation started on 17 May 2019.
The register records 2005 as the year Luke first provided financial advice. The qualifications listed for Luke include Bachelor Of Economics (University Of Tasmania, 2003), Graduate Diploma of Applied Finance and Investment (FINSIA, 2006) and Margin Lending (Pinnacle Financial Services Academy, 2011). Luke is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Luke William Roberts here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Luke William Roberts a registered financial adviser?
Yes. Luke William Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003053.
Which licensee does Luke William Roberts work under?
SGN Financial Pty Ltd, Australian financial services licence 490523.
What can Luke William Roberts 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.