Financial Adviser
· KEILOR, VIC
Luke Eres
No disciplinary history on record with ASIC
KEILOR,
VIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000230831
Luke Eres is a financial adviser based in Keilor, Victoria, with 30 years of experience in the financial services industry since 1996. Luke is currently authorised under Innate Wealth. Luke holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Luke's qualifications include a CFP from Financial Planning Association of Australia (FPA). Luke is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
CFP
Financial Planning Association of Australia (FPA)
1999
Diploma of Financial Planning
Deakin
2007
SMSF Specialist Adviser (SSA)
Self Managed Super Fund Association of Australia
2010
Margin Lending & Geared Investments
Kaplan Education
2021
Graduate Diploma of Financial Planning
Kaplan Professional