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Glenn Luckie
Consultant
I use an asset allocation approach which is consistent with my clients’ tolerance for volatility, so they can enjoy their lives instead of spending time worrying about their portfolios.
Glenn moved from Sydney in 2004, with his wife Lisa and their 2 children, to establish the Morgans Traralgon office. Glenn had worked in financial markets in Sydney since 1983 and recognised early the need to combine stockbroking skills and financial planning knowledge.
Investment Style
Glenn structures portfolios to suit each client's risk profile. He builds portfolios around core stocks across most sectors, with a focus on dividend income. Glenn believes that listed fixed interest or hybrid securities have a place in most portfolios and finds that many clients also want a few smaller stocks to deliver higher returns.
Services and Specialties
Wealth Management
Self-Managed Super Funds
Portfolio Administration
Stockbroking
Superannuation Advice
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Diploma of Financial Planning
ASX Markets Responsible Executive Exam
Accounting Certificate
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Financial Planning
ASIC Financial Advisers Register
Managed Investments
Securities
Direct International Equities Trading Adviser
Margin Lending
Tax (financial) Adviser
FASEA Financial Adviser Exam
Generic
I am employed by Lonely Bay Pty Ltd which operates the business of Morgans Financial Limited - Traralgon. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
