"I provide measured and balanced advice to families to assist them in meeting their investment goals."
Luke commenced in the financial services industry in 1994 and has worked for Barclays Capital Investment Bank in London and Rio Tinto. Luke also has extensive personal investment experience in Australian and International equities.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Options and Warrants
- Portfolio Administration
- Stockbroking
- Superannuation Advice
Investment Style
Luke focuses on providing investment advice to family groups. His approach involves working closely with clients over the medium and long term. He selects investments based on fundamental analysis and overlays both investment criteria and technical filters. Luke advises on trading opportunities in certain circumstances.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, University of Queensland, 1993
- Graduate Diploma of Applied Finance & Investment, Securities Institute Australia, 2006
- Australian Institute of Company Directors, AICD, 2019
Professional Associations
- Graduate Member of the Australian Institute of Company Directors
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.