SPECIALISATION

Luke
Brendish

Financial Advisor
CamberwellMelbourne
Victoria
IN THEIR OWN WORDS

Luke Brendish is a financial advisor with over 7 years of industry experience that comes with a wealth of knowledge when dealing with high-net-worth clients and complex structures.

Luke possesses a deep understanding of the challenges faced by families and individuals that come with managing private wealth. He has a commitment to gaining an insight of each client’s true needs, objectives and aspirations, accepting that everyone’s circumstances are unique.

With a passion to build strong and long-lasting relationships, Luke is dedicated to providing client satisfaction by providing expert advice and guidance, empowering clients to make informed decisions and navigate the complexities of wealth management.

Qualifications and Memberships

  • Bachelor of Business (Economics and Finance)

  • Graduate Diploma of Financial Planning

SPECIALISATION
Cash Flow Management
Cash
Flow
Management
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super
"Luke has been my advisor for several years. He has been nothing but professional, friendly and helpful since we first met. Luke continues to make himself available at short notice and nothing is too minor for him to take on. He always addresses queries in a timely manner and has assisted with a diverse scope of work. This includes general portfolio management and advice, mapping scenarios and Centrelink. I have the utmost confidence in Luke's knowledge as a Financial Advisor and would highly recommend him to anyone looking to seek financial assistance."
Marsha, Trinity Beach, QLD
"Luke has been very knowledgeable and helpful in all aspects of managing my superannuation pension account. He provided very clear and detailed advice on how to change the structure of my account. I'm very happy with the outcome and the funds performance. One of the things I like is his response to any query that I want an answer to, and if I ask for something to be done, it's done correctly and straight away. I'm a retiree currently living overseas and feel very comfortable with Luke managing my superannuation. I would strongly recommend Luke to anyone looking for an innovative and knowledgeable financial adviser."
Gregory, Kew, VIC

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