Luke_web

About Luke – Senior Financial Advisor

Propel Financial Advice is a Sunshine Coast based financial planning firm that provides tailored financial advice to help you achieve your financial goals. We are committed to providing you with the highest level of service and advice to help you achieve your financial goals.

Integrity and trust

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.

You can read more in our client stories section.

Portfolio construction expertise

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.

Qualifications

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.

Contact Luke for an obligation-free conversation