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

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
Luke is my new adviser, and we have an only had one meeting but it was productive and I informative and I look forward to a fruitful future.
Cy, NSW
Luke is always courteous and polite. He is responsive and knows his stuff. He was helpful recently when I notified a charge in circumstances and helped guide a few decisions.
Adam, NSW
Friendly and focused on my circumstances. Came well prepared.
Jonathan, NSW

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