Luke Elden Smith – Financial Adviser

Adviser identifying number: 377450
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: SENTRY FINANCIAL PLANNING PTY LTD
Licence number: 247105
Licensee’s ABN: 74099029526
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 10/08/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SENTRY FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 247105
Authorised Representative’s ABN: 74099029526

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 Business (Finance) – Edith Cowan University
• Diploma of Financial Services (Financial Planning) – PS146 Training Australia
• Margin Lending & Geared Investments – Kaplan Education Pty Ltd
• Master of Applied Finance – Kaplan Education Pty Ltd
• Self Managed Superannuation Funds – Kaplan Education Pty Ltd

Relevant memberships of professional bodies or industry associations:

Luke Elden Smith 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