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Luke Wilson
BBus DipFP CFP®
Financial Adviser
“My role is servicing professionals and self-funded retirees with a view of long-term strategic financial planning.”
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.
Services and Specialties
Financial Planning
Self-Managed Super Funds
Personal Insurance
Retirement and Estate Planning
Fixed Interest and Cash Management
Superannuation Advice
Qualifications and Professional Affiliations
CERTIFIED FINANCIAL PLANNER®
Diploma of Financial Planning
Bachelor of Business (Economics & Finance)
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Certified Financial Planner (CFP)
Competencies
Managed Investments
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
Securities
Life Insurance
Superannuation
Direct International Equities Trading Adviser
Financial Planning
Tax (financial) Adviser
Generic
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.
