Luke is a Senior Financial Advisor with over 15 years of experience within the financial industry, with a deep knowledge base of investment markets, portfolio structuring, wealth management and retirement planning.
Luke is a highly dedicated, personable, and passionate adviser who enjoys working with clients and staying closely involved in their financial journey. He adopts a holistic approach to financial advice but understands that every client needs to have a financial plan that is specifically tailored to their individual needs, goals, and objectives.
Having worked both abroad and here in Australia, Luke has vast experience in dealing with clients with a very wide range of backgrounds.
Bachelor of Commerce- Majors in Finance and Economics, Minor in International Studies
Graduate Diploma of Applied Finance- Kaplan
Graduate Diploma of Financial Planning- Kaplan
Financial Modelling and Valuation Analyst (FMVA)- Corporate Finance Institute