Professional experience
Luke has been leading PKF Wealth Sydney as a senior financial adviser since 2018. He is a passionate financial adviser with extensive experience in providing strategic investment, superannuation, aged care and wealth creation advice.
With a Bachelor of Commerce degree completed in 2008, he started his finance career in London, working for various multinational corporations. Returning to Sydney in 2011, Luke entered the financial services industry as a financial planner. Over the next seven years, he focused on helping clients achieve financial independence and accumulate wealth through well-researched and strategic advice tailored to their life stages and personal goals.
Luke has a comprehensive understanding of financial concepts and products with an ability to communicate in terms that his clients can relate to and understand.
Recent examples of work include:
- Provided strategic and investment advice to a retiring small business owner to assist them in transitioning into retirement phase. He invested the proceeds of their business sale, through multiple tax structures (SMSF, Corporate, Trusts) to provide a regular income stream to meet their retirement income needs and objectives
- Implemented a financial plan for a client that focused on restructuring their existing assets and debts to meet their capital and income objectives. The client was able to achieve financial freedom many years before retirement age, given the investment advice and tax structure we recommended has resulted in significant after-tax outcomes
- Provided comprehensive aged care advice to families to ensure they are able to make a well-informed decision for their elderly loved ones when entering aged care, including modelling cash flow options regarding the sale of the family home.
Qualifications and memberships
- Bachelor of Commerce (Finance and Economics)
- Advanced Diploma of Financial Planning
- Accredited Self-Managed Super Fund Specialist
- A Fellow Chartered Financial Practitioner (FChFP)
- Member of the Association of Financial Advisers (AFA)
- ASIC Authorised Representative number: 416693
- Authorised by PKFWAFSL Pty Ltd to provide financial advice and services relating to managed investments, superannuation, Self-Managed Superannuation Funds, life products, risk, shares and estate planning
