About Luke - Senior Financial Advisor

Luke has been in the financial advice profession since November 1998. Combined with over 20 years’ experience working across private advice businesses as well as large banks, both within Australia and the United Kingdom, Luke has gained extensive expertise. He works with both personal, business and corporate clients, to deliver high quality financial advice.

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Integrity and trust

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For Luke, financial advice has always been about helping people realise and achieve their goals. He prides himself on serving the interests of his clients, delivering outstanding service and quality advice - and this is reflected in the relationships he develops with his clients. His commitment to helping clients and the shared joy when milestones are reached have made Luke the trusted adviser of many clients across the Sunshine Coast and beyond.

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You can read more in our client stories section.

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Portfolio construction expertise

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Luke is highly experienced in portfolio construction for both superannuation and investment portfolios.  His in-depth knowledge of funds, fund managers, and market activity enables him to build customised portfolios designed to meet your unique needs.  ​

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Qualifications

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Luke has completed numerous studies in financial planning, which include obtaining his Diploma of Financial Services and Advanced Diploma of Financial Services. Further to this, Luke has continued his studies to attain the Certified Financial Planner (CFP) status from the Financial Planning Association (FPA) in 2007. The CFP Designation & Education program is regarded as one of the pinnacle designations to hold within the financial advice profession.