Career Profile
Luke is an experienced and passionate investment professional with extensive expertise across global equities, investment operations, currencies, and commodities. Over his career, he has developed a deep understanding of portfolio construction, risk management, investment analysis, economics, equities, managed funds, derivatives, personal insurance, and retirement planning.
With a client-focused approach and a genuine passion for empowering others, Luke is dedicated to helping individuals achieve financial security and live their best lives
Luke’s impressive academic qualifications include a Master of Applied Finance, a Bachelor of Commerce/Bachelor of Economics, as well as a Diploma and Advanced Diploma in Financial Planning. His commitment to continuous learning ensures he remains at the forefront of industry trends and best practices.
When he’s not helping clients achieve their financial goals, Luke enjoys quality time with his wife and their four young children. He stays active by playing touch football and squash and is an avid fan of rugby league, particularly the Manly Sea Eagles and ice hockey. A keen traveller, Luke loves discovering new destinations and immersing himself in different cultures, often finding fresh perspectives from his journeys that enhance his professional approach. He is also deeply committed to giving back to the community, volunteering his time to mentor young professionals as they embark on their careers in the financial industry.
Authorised Representative Number 426676
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