Luke Anthony Marsden – Financial Adviser

Adviser identifying number: 242954
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: B.N. MARSDEN PTY. LTD.
Authorised Representative identifying number: 000243119
Authorised Representative’s ABN: 14005508627

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• ASX Listed Products Accreditation Course – LPAC Online
• CFP – Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Planning – Deakin University
• Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Luke Anthony Marsden is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation