Luke Benjamin Rathborne – Financial Adviser
Adviser identifying number: 334916
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: FORTITUDE PRIVATE WEALTH PTY LTD.
Licence number: 435732
Licensee’s ABN: 34091322931
Licence controlled by:
The date the Financial Adviser commenced the appointment: 17/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORTITUDE PRIVATE WEALTH PTY LTD.
Authorised Representative identifying number: 435732
Authorised Representative’s ABN: 34091322931
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:
- Bachelor of Commerce (Accounting and Finance) – UNSW
- Certified Financial Planner (CFP) – Financial Planning Association (FPA)
- Graduate Diploma of Applied Finance – FINSIA
- Professional Year – Institute of Chartered Accountants of Aust
- SMSF Specialist Advisor (SSA) Accreditation – SMSF Association
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- FINSIA
- Financial Planning Association of Australia (FPA)
- SMSF Association
Luke Benjamin Rathborne 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
- Margin Lending Facility / Standard Margin Lending Facility