Luke Oakes Financial Planner Report

Name:
Luke Courtland Oakes

Rep Number:
000330331

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2016-01-11 onwards

Licensee
Name:

Number:
000297276

ABN:
16 108 571 875

Controlled By:

Appointed By
Name:
Paragem Pty Limited

Licence Number:
000297276

ABN:
16 108 571 875

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
MDA Services
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan
Advanced Diploma of financial Services (Financial Planning)
University of Tasmania
Bachelor of Economics
TRIBECA
Diploma of Financial Services Financial Planning
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association