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