LUKE ANTHONY MARSDEN


Licensee: CAPSTONE FINANCIAL PLANNING PTY LTD

LUKE ANTHONY MARSDEN (Adviser# 000242954) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 1, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name LUKE ANTHONY MARSDEN
Adviser Number 000242954
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000223135
CAPSTONE FINANCIAL PLANNING PTY LTD
Licence ABN 24093733969
Adviser Start Date 2015-07-01
Appointing Representative Name B.N. MARSDEN PTY. LTD.
Appointing Representative Number 000243119
Appointing Representative ABN 14005508627
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • LUKE ANTHONY MARSDEN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
ASX Listed Products Accreditation Course LPAC Online
CFP Certified Financial Planner - Financial Planning Association of Australia
Diploma of Financial Planning Deakin University
Self Managed Superannuation Funds Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000223135 CAPSTONE FINANCIAL PLANNING PTY LTD 2015-07-01 - B.N. MARSDEN PTY. LTD.
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2013-12-03 - 2015-06-30 SECURITOR FINANCIAL GROUP LTD
000235408 MORGANS FINANCIAL PLANNING PTY LIMITED 2011-11-21 - 2013-11-14
000230662 X VENTURE CAPITAL PTY LTD 2010-06-01 - 2011-10-31

Licensee Information

Licence Name CAPSTONE FINANCIAL PLANNING PTY LTD
Licence Number 000223135
Licence ABN 24093733969

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BENJAMIN ROBERT JAMES ANDERSON Capstone Financial Planning Pty Ltd Current 2018-08-03
BRETT DAVID GRAHAM Capstone Financial Planning Pty Ltd Current 2018-08-03
ROHAN BENSTEAD Capstone Financial Planning Pty Ltd Current 2018-07-26
PATRICIA LOUISE HALE Capstone Financial Planning Pty Ltd Current 2018-07-16
MAYA JAYARAJAN Capstone Financial Planning Pty Ltd Current 2018-07-15
JOHN PATRICK ATHY Capstone Financial Planning Pty Ltd Current 2018-07-07
ELIZABETH HATTON Capstone Financial Planning Pty Ltd Current 2018-07-07
NEIL JAMES RISPIN Capstone Financial Planning Pty Ltd Current 2018-07-02
KIRSTY ELIZABETH RISPIN Capstone Financial Planning Pty Ltd Current 2018-07-02
KATRINA GAY Capstone Financial Planning Pty Ltd Current 2018-07-01

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.