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Luke Pollard
GradDipFinPlan
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 been with Morgans Traralgon since 2018 and has completed the required studies to become a qualified financial adviser.
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.
Services and Specialties
Financial Planning
Stockbroking
Wealth Management
Self-Managed Super Funds
Retirement and Estate Planning
Superannuation Advice
Qualifications and Professional Affiliations
Ethics and Professionalism in Financial Advice
Diploma of Financial Planning
Graduate Diploma of Financial Planning
Associations
No items found.
Competencies
Managed Investments
Generic
Securities
Superannuation
Financial Planning
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.
