LUKE MCELWAINE


Licensee: MORGANS FINANCIAL PLANNING PTY LIMITED

LUKE MCELWAINE (Adviser# 000322493) 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 September 20, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name LUKE MCELWAINE
Adviser Number 000322493
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000235408
MORGANS FINANCIAL PLANNING PTY LIMITED
Licence ABN 55072002441
Adviser Start Date 2017-09-20
Appointing Representative Name MORGANS FINANCIAL PLANNING PTY LIMITED
Appointing Representative Number 000235408
Appointing Representative ABN 55072002441
Memberships Financial Services Industry Australia (FINSIA)
Financial Services Industry Australia (FINSIA)
Stockbrokers Association of Australia
Stockbrokers Association of Australia
Tax Practitioners Board of Australia
Tax Practitioners Board of Australia

Authorisations to provide financial product advice

  • LUKE MCELWAINE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Derivative Old Law Securities Options

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Queensland
Bachelor of Commerce University of Queensland
Graduate Diploma in Applied Finance and Investment Securities Institute Australia
Graduate Diploma in Applied Finance and Investment Securities Institute Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000235408 MORGANS FINANCIAL PLANNING PTY LIMITED 2017-09-20 - MORGANS FINANCIAL PLANNING PTY LIMITED
000235410 MORGANS FINANCIAL LIMITED 2008-02-22 - MORGANS FINANCIAL LIMITED

Licensee Information

Licence Name MORGANS FINANCIAL PLANNING PTY LIMITED
Licence Number 000235408
Licence ABN 55072002441

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANTHONY JOHN THOMAS DENNIS Morgans Financial Planning Pty Limited Current 2017-09-20
HAMISH ROBBIE DEE Morgans Financial Planning Pty Limited Current 2017-09-20
KENNETH PATRICK HOWARD Morgans Financial Planning Pty Limited Current 2017-09-20
MARK GERALD DAVIES Morgans Financial Planning Pty Limited Current 2017-09-20
BERNADETTE JOANNE FENSOM Morgans Financial Planning Pty Limited Ceased 2007-09-10
IAN HARRY MCINTOSH Morgans Financial Planning Pty Limited Ceased 2004-03-11

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANTHONY JOHN THOMAS DENNIS Morgans Financial Planning Pty Limited Current 2017-09-20
HAMISH ROBBIE DEE Morgans Financial Planning Pty Limited Current 2017-09-20
KENNETH PATRICK HOWARD Morgans Financial Planning Pty Limited Current 2017-09-20
MARK GERALD DAVIES Morgans Financial Planning Pty Limited Current 2017-09-20
BERNADETTE JOANNE FENSOM Morgans Financial Planning Pty Limited Ceased 2007-09-10
IAN HARRY MCINTOSH Morgans Financial Planning Pty Limited Ceased 2004-03-11

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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.