Financial Adviser · VICTOR HARBOR, SA

Luke Peter Swinburne

VICTOR HARBOR, SA

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 001005599

Currently at

Swinburne Financial Planning

Bundall, QLD (firm address)

View firm profile

About Luke Peter Swinburne

Luke Peter Swinburne is a financial adviser based in Victor Harbor, South Australia, with 23 years of experience in the financial services industry since 2003. Luke is currently authorised under Matrix Planning Solutions Limited, operating through Swinburne Financial Planning. 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 Certified Financial Planner Education Program from FPA Australia. Luke is a member of Certified Financial Planner (CFP) of FPA Australia and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca Learning

2006

Diploma of Financial Services (Financial Planning)

Tribeca Learning

2006

Self-Managed Super Funds Program

Tribeca Learning

2008

Certified Financial Planner Education Program

FPA Australia

2011

Margin Lending Accreditation Program

Financial Essentials

2017

Master of Financial Planning

Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

May 2022 - Present Current

Heritage And People's Choice Limited

Jul 2007 - Jan 2022 Ceased

Source: ASIC Financial Advisers Register