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Luke Kelly

 Luke Kelly

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2-4 Merton Street Suite 9
Sutherland
NSW
2232
AU

Overview CONTACT THE ADVISER

Luke Kelly Luke Kelly

total Reviews

1

Experience

6yrs

Status

Silver

Overall Adviser Rating

70

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Lambert Investments Pty Ltd
Lambert Investments Pty Ltd

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:

Clearview Wealth Limited
Clearview Wealth Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
My fees
  • Free Initial Consultation

Latest Customer Reviews (1 of 1 total)See all

"Luke has always been very helpful in all of our dealings and we would recommend him to anyone. "

Cheryl, 65+ 16 May 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 6 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 9
2-4 Merton Street, Sutherland
NSW 2232 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 81% Average Reviews
  • 1 Total Reviews
Cheryl, 65+16 May 2018
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"Luke has always been very helpful in all of our dealings and we would recommend him to anyone. "

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Centrelink Benefits
STRENGTH
1
Customers

#1
Preparing For Retirement
STRENGTH
1
Customers

#1
Self Managed Super Funds
STRENGTH
1
Customers

x

Overall rating

70%

Luke Kelly

Company: Lambert Investments Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Luke Kelly is a member of and in what capacity, the licensee or company of Luke Kelly 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 Kelly (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%