Luke Courtland Oakes – Financial Adviser

Adviser identifying number: 330331
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: PARAGEM PTY LIMITED
Licence number: 297276
Licensee’s ABN: 16108571875
Licence controlled by: HUB24 LIMITED

The date the Financial Adviser commenced the appointment: 11/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PARAGEM PTY LIMITED
Authorised Representative identifying number: 297276
Authorised Representative’s ABN: 16108571875

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:

• Advanced Diploma of financial Services (Financial Planning) – Kaplan
• Bachelor of Economics – University of Tasmania
• Diploma of Financial Services Financial Planning – TRIBECA
• Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Luke Courtland Oakes 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Superannuation