"“My role is servicing professionals and self-funded retirees with a view of long-term strategic financial planning.”"
Services and specialities
- Financial Planning
- Superannuation Advice
- Retirement and Estate Planning
- Self-Managed Super Funds
- Fixed Interest and Cash Management
- Personal Insurance
Investment Style
Luke has been with Morgans Hawthorn since 2009 and has completed a Bachelor of Business, Diploma of Financial Planning and is a Certified Financial Planner®. Luke offers a conservative approach to building wealth and provides strategy advice on superannuation, direct investments and personal risk insurance.
Industry Education & Experience
Qualifications
- Bachelor of Business (Economics & Finance), Swinburne University of Technology, 2006
- Diploma of Financial Planning, Kaplan Professional, 2014
- Ethics and Professional Relationships, QUT, 2020
- CERTIFIED FINANCIAL PLANNER®, FPA, 2017
Professional Associations
- Certified Financial Planner (CFP)
- Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Securities
- Superannuation
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of salary and percentage of fees.