Luke Williams Financial Planner Report

Name:
Luke Williams

Rep Number:
000245316

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2010-10-29 onwards

Location:
Newtown, , NSW, 0

Licensee
Name:

Number:
000342766

ABN:
92 140 591 484

Appointed By
Name:
Lionsgate Financial Group Pty. Ltd.

Licence Number:
000342766

ABN:
92 140 591 484

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Securities Institute
General Competencies PS146
The Australian Institute of Financial Studies
Investment Planning
Securities Institute
Risk Management & Insurance
Integratec
Superannuation & Retirement Planning