Luke Whiteley Financial Planner Report

Name:
Luke Michael Whiteley

Rep Number:
000324754

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2017-04-26 onwards

Location:
Bellerive, , TAS, 0

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Primary Investment Solutions Pty Ltd

Licence Number:
000461316

ABN:
12 169 308 098

May advise on following product areas:
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
Kaplan
Accredited Listed Product Adviser Program
Institute of TAFE Tasmania
Diploma of Financial Services (Financial Planning)
Finsia
Managed Investments
Kaplan
Margin Lending
Institute of TAFE Tasmania
Securities

Memberships
Association of Financial Advisers (AFA)