1. Home
  2. Financial Advisers Australia (FAA)
  3. Luke Russell Mansell

Luke Russell Mansell

Name
Luke Russell Mansell
ID
422499
ABN
–
First Provided Advice
2007

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2007 - Diploma of Financial Services (Financial Planning) - - Finsia
  • 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
  • 2018 - Graduate Certificate in Applied Finance and Investment - - Kaplan Professional
  • 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • AEPS - Accredited Estate Planning Strategist (FPA)
  • FChFP - Fellow Chartered Financial Practitioner
  • Financial Advice Association of Australia (FAAA)
  • Financial Planner AFP (FPA)
  • LRS - Life Risk Specialist (FPA)

Licencee

Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Oct. 30, 2015
Ceased
May 13, 2021
Status
Current
Licence Holder
Altus Financial Services Pty ltd (#520266)
Commenced
May 14, 2021

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
Nov. 10, 2014
Ceased
Oct. 2, 2015
Status
Ceased
Licence Holder
Strategic Wealth Solutions Pty Limited (#273368)
Commenced
April 1, 2012
Ceased
May 1, 2014
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
March 1, 2007
Ceased
April 1, 2012