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Luke Grundy

 Luke Grundy

Share profile:
211 Balcatta Road
Balcatta
WA
6021
AU

Overview CONTACT THE ADVISER

Luke Grundy Luke Grundy

total Reviews

2

Experience

3yrs

Status

Minimum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

uke is a Personal Insurance and Superannuation Advisor at Securitas Protect, he brings with him over 8 years experience in the financial services industry. He was previously in the Performing Arts Industry and owned and ran a successful Performing Arts School. This working environment has given him great communication skills and a great energy for work and life.

He believes in a good work life balance and leaves his job at the office, to spend quality time with his friends and family.

He is a very focused and driven individual and gives 100% towards his clients to help them achieve their financial goals and dreams.

Company:

Securitas Protect
Securitas Protect

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

TAL
TAL
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
My fees
  • Free Initial Consultation
  • Free General Advice

Latest Customer Reviews (2 of 2 total)See all

"Good options explained and the cost involved with each option "

Lindsey, 35-45 21 Apr 2017

"Luke assisted us to review our current life Insurance and critical insurance policies, Luke was able to find us a more cost effective service with like for like options, very professional, friendly and easy going"

Jayne, 35-45 19 Apr 2017

History & Qualifications CONTACT THE ADVISER

My qualifications
My membership
Awards
  • No award found
Years of experience
  • 3 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

211 Balcatta Road, Balcatta
WA 6021 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 97% Average Reviews
  • 2 Total Reviews
Lindsey, 35-4521 Apr 2017
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Good options explained and the cost involved with each option "

Jayne, 35-4519 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Luke assisted us to review our current life Insurance and critical insurance policies, Luke was able to find us a more cost effective service with like for like options, very professional, friendly and easy going"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

3

Number of advisers who vouch for the integrity of this adviser

3

AFFINIA FINANCIAL ADVISERS LIMITED

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
2
Customers

x

Overall rating

50%

Luke Grundy

Company: Securitas Protect

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Luke Grundy is a member of and in what capacity, the licensee or company of Luke Grundy and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Luke Grundy (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%