Luke Wilson

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BBus DipFP

Authorised Representative: 000418809

Associate Adviser

"My role is to provide investment, planning and superannuation advice to individuals and their families."

Luke has been with Morgans Camberwell since September 2009 and currently holds a Bachelors Degree of Business. Luke has also recently completed his Diploma of Financial Planning. Luke is an Associate Adviser and provides paraplanning support to the senior adviser team.

Services and specialities

  • Financial Planning
  • Fixed Interest and Cash Management
  • Personal Insurance
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Superannuation Advice

Investment Style

Luke offers a conservative, personalised approach to building wealth and provides clients with strategic advice on superannuation, direct investments, personal risk insurance and estate planning.

Industry Education & Experience

Qualifications
  • Bachelor of Business (Economics & Finance), Swinburne University of Technology, 2006
  • Diploma of Financial Planning, Kaplan Professional, 2014
Professional Associations
  • Tax (Financial) Adviser
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 - Camberwell.