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Luke
Aitken

Senior Financial Advisor
Sydney
New South Wales
IN THEIR OWN WORDS

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 on 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.

Qualifications and Memberships

  • Bachelor Commerce

  • Graduate Diploma of Applied Finance

  • Graduate Diploma of Financial Planning

SPECIALISATION
Estate Planning
Estate
Planning
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super

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