Luke Eres – Financial Adviser
Adviser identifying number: 230831
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: INNATE WEALTH PTY LTD
Licence number: 229242
Licensee’s ABN: 66082986641
Licence controlled by: INNATE FINANCIAL SERVICES GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 01/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INNATE WEALTH PTY LTD
Authorised Representative identifying number: 229242
Authorised Representative’s ABN: 66082986641
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:
- CFP – Financial Planning Association of Australia (FPA)
- Diploma of Financial Planning – Deakin
- Margin Lending & Geared Investments – Kaplan Education
- SMSF Specialist Adviser (SSA) – Self Managed Super Fund Association of Australia
- Self Managed Super Funds – Self Managed Super Fund Association of Australia
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Luke Eres is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / IDPS Only
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services