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Lukas Stergiou
BCom(Fin&FinPlan) JP
Financial Planner/Stockbroker / Partner – Wollongong
I am committed to providing my clients with an investment and retirement strategy that is tailored to their specific needs and objectives over both the short and long term.
Lukas started working at Morgans Wollongong in 2018 as a paraplanner. During this time he gained a detailed understanding of the processes behind providing specialised financial advice. Whilst working at Morgans, Lukas completed his Bachelor of Commerce in Finance and Financial Planning at the University of Wollongong. Lukas became an adviser with Morgans in 2018, and became a partner of the Wollongong office in 2021.
Investment Style
Lukas aims to incorporate all aspects of financial planning to ensure his clients are provided with strategies that build, preserve and protect their wealth. Lukas' areas of expertise include superannuation, self-managed superannuation funds, wealth accumulation, retirement planning and stockbroking services.
Services and Specialties
Stockbroking
Self-Managed Super Funds
Wealth Management
Financial Planning
Retirement and Estate Planning
Superannuation Advice
Qualifications and Professional Affiliations
Bachelor of Commerce (Financial Planning)
Tax for Financial Advising
TASA Commercial Law
Associations
Justice of the Peace
Competencies
Financial Planning
Life Insurance
Securities
Managed Investments
Superannuation
Generic
I am a partner of Koleshore Pty Ltd which operates the business of Morgans Financial Limited - Wollongong. My employer remunerates me by way of salary. As a shareholder of Koleshore Pty Ltd, I may be entitled to a share of profits. As a Partner of Koleshore Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
