SPECIALISATION
Planning
Advice
Planning
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
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Bachelor Commerce
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Graduate Diploma of Applied Finance
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Graduate Diploma of Financial Planning
SPECIALISATION
Planning
Advice
Planning