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.
- ASIC Authorised Representative number: 416693
Authorised by The Advice Exchange to provide financial advice and services relating to managed investments, superannuation, Self-Managed Superannuation Funds, securities, risk insurance, deposit products, retirement savings.
Professional Memberships and Qualifications
- Member of the Association of Financial Advisers (AFA)
- Bachelor of Commerce (Finance and Economics)
- Advanced Diploma of Financial Planning
- Accredited Self-Managed Super Fund Specialist
- A Fellow Chartered Financial Practitioner (FChFP)