Luke Smith Financial Planner Report

Name:
Luke Elden Smith

Rep Number:
000377450

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2010-08-10 onwards

Licensee
Name:

Number:
000247105

ABN:
74 099 029 526

Controlled By:

Appointed By
Name:
Sentry Financial Planning Pty Ltd

Licence Number:
000247105

ABN:
74 099 029 526

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
Edith Cowan University
Bachelor of Business (Finance)
PS146 Training Australia
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
Margin Lending & Geared Investments
Kaplan Education Pty Ltd
Master of Applied Finance
Kaplan Education Pty Ltd
Self Managed Superannuation Funds