"I aim to develop strategies that will help clients achieve their financial objectives. Strategic asset allocation is used to maximize portfolio performance and reduce levels of risk and volatility."
Luke has been with Morgans Traralgon since 2018 and has completed the required studies to become a qualified financial adviser.
Services and specialities
- Financial Planning
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Luke aims to help clients obtain the right balance for them between risk and return. Diversified portfolios are constructed in accordance with the clients risk profile to ensure appropriate returns are achieved over the long term.
Industry Education & Experience
Qualifications
- Diploma of Financial Planning, Kaplan, 2018
- Graduate Diploma of Financial Planning, Kaplan, 2022
- Ethics and Professionalism in Financial Advice, Kaplan, 2020
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Securities
- Superannuation
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.