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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
Securities
Life Insurance
Superannuation
Financial Planning
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.
