LUKE LEVIS

Licensee: NASCENT FINANCIAL SERVICES PTY LTD

LUKE LEVIS (Adviser# 001254156) 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 August 24, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name LUKE LEVIS
Adviser Number 001254156
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000402234
NASCENT FINANCIAL SERVICES PTY LTD
Licence ABN 61149612779
Adviser Start Date 2018-08-24
Appointing Representative Name NASCENT CAPITAL PARTNERS PTY LTD.
Appointing Representative Number 000415728
Appointing Representative ABN 24154848469

Authorisations to provide financial product advice

  • LUKE LEVIS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash 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
Diploma Of Financial Planning Kaplan Professional
Diploma of Financial Planning Kaplan Professional
Tier 1 Adviser Compliance Solution Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000402234 NASCENT FINANCIAL SERVICES PTY LTD 2018-08-24 - NASCENT CAPITAL PARTNERS PTY LTD.
000402234 NASCENT FINANCIAL SERVICES PTY LTD 2018-08-21 - 2018-08-23 NASCENT FINANCIAL SERVICES PTY LTD
000303566 DRAUPNER INVESTMENT MANAGEMENT PTY LTD
Licence controlled by: Merchant Group Pty Ltd
2017-04-24 - 2018-08-21 NASCENT CAPITAL PARTNERS PTY LTD.
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2014-06-30 - 2017-04-13
000274099 ARGONAUT SECURITIES PTY LIMITED 2012-08-01 - 2014-06-30
000238095 BBY LTD 2010-04-01 - 2012-07-31

Licensee Information

Licence Name NASCENT FINANCIAL SERVICES PTY LTD
Licence Number 000402234
Licence ABN 61149612779

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JOEL SIMON RIDLEY Nascent Financial Services Pty Ltd Current 2018-08-23
BENJAMIN MILES SNEDEKER Nascent Financial Services Pty Ltd Current 2018-08-23
DARREN GASPAR Nascent Financial Services Pty Ltd Current 2018-08-23

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JOEL SIMON RIDLEY Nascent Financial Services Pty Ltd Current 2018-08-23
BENJAMIN MILES SNEDEKER Nascent Financial Services Pty Ltd Current 2018-08-23
DARREN GASPAR Nascent Financial Services Pty Ltd Current 2018-08-23

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.