Financial Adviser
· NORTH LAKES, QLD
Luke Campbell Palmer
No disciplinary history on record with ASIC
NORTH LAKES,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004145
Practice
North Lakes, QLD (practice address on ASIC register)
Licensed through L2 Financial
About Luke Campbell Palmer
Luke Campbell Palmer is a financial adviser based in North Lakes, Queensland, with 15 years of experience in the financial services industry since 2011. Luke works at Elevate Advice Group, which is licensed through L2 Financial. 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. Luke is a member of Financial Advice Association of Australia (FAAA).
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
2011
Bachelor of Business
2014
CFP
- Financial Planning Association Of Australia
2015
Margin Lending
Kaplan Professional Education
2018
SMSF Specialist Advisor Program (SSA)
SMSF Association
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education