Luke Rathborne Financial Planner Report

Name:
Luke Benjamin Rathborne

Rep Number:
000334916

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2013-06-17 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000435732

ABN:
34 091 322 931

Appointed By
Name:
Fortitude Private Wealth Pty Ltd.

Licence Number:
000435732

ABN:
34 091 322 931

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
UNSW
Bachelor of Commerce (Accounting and Finance)
Financial Planning Association (FPA)
Certified Financial Planner (CFP)
FINSIA
Graduate Diploma of Applied Finance
Institute of Chartered Accountants of Aust
Professional Year
SMSF Association
SMSF Specialist Advisor (SSA) Accreditation

Memberships
Chartered Accountants Australia and New Zealand (CA)
FINSIA
Financial Planning Association of Australia (FPA)
SMSF Association