Luke Pollard

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Authorised Representative: 001269628

Private Client Adviser

"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 worked as a Dealers Assistant with Morgans Traralgon office while completing his Diploma in Financial Planning. He is now engaged in relevant university studies to become degree qualified.

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
Approved Competencies
  • Financial Planning
  • Generic
  • Managed Investments
  • Securities
  • Superannuation
I am employed by G & L Sharebrokers 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.