Luke is a Sydney based Private Wealth Adviser, joining the PKF Wealth Creation team in 2018.
He is a passionate financial adviser with extensive experience in providing strategic investment, superannuation and wealth creation advice.
After completing his Bachelor of Commerce degree in 2008, Luke spent the next few years in London, starting his career in finance for various multi-national corporations.
In 2011, Luke returned to Sydney and entered the financial services industry as a financial planner. Over the next seven years, Luke was able to grow this business by focusing on helping his clients become financially independent and accumulate wealth through well researched and strategically sound advice that takes into consideration the different life stages and personal goals of his clients.
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.
Luke has a love for camping and hiking and enjoys spending quality time with his friends and family.
Luke is a Fellow Chartered Financial Practitioner (FChFP) and has a Bachelor of Commerce from the University of Wollongong, majoring in Finance and Economics. He also holds an Advanced Diploma of Financial Planning and is an accredited Self Managed Super Fund specialist.
- ASIC Authorised Representative number: 416693
- Member of the Association of Financial Planners (AFA)
Authorised under licence by Securitor to provide financial services and advice relating to:
- Deposit products;
- Government debentures, stocks or bonds;
- Life investment and life risk products;
- Managed investment schemes including investor directed portfolio services;
- Retirement savings account products;
- Securities (e.g. shares); and
- Superannuation products.