I have been a qualified Financial Advisor since March 2012 and part of the Financial Planning industry since February 2011. I started my career at the Commonwealth Bank as a university graduate and I am proud to continue my career with Palladia Wealth Advisory.
Our sizeable self-licensed practice prides ourself on having a wealth of resources available to proactively assist our clients all across Australia by going above and beyond usual industry service standards.
I am passionate about offering a financial advice service to both metropolitan and regional clients across Australia and strongly believe that developing strong personal relationships is critical to assisting my clients achieve their personal, financial and lifestyle goals.
Mobile: 0410 481 945
Elena Diamandopoulos (associate): 0411 366 781
I came to meet with Luke through a friend's recommendation. Luke was able to assist in identifying a superannuation fund which charged less in fees than the fund I was previously with. I had no issue with my previous advisor apart from the limited capacity to offer an investment with a superannuation fund which charged significantly less fees than the one I was in. Luke is a good listener. He addressed all my concerns - where he didn't have the information readily at hand, he undertook to investigate and provided resolution within a good timeframe. I felt comfortable in his presence - he never displayed frustration or annoyance with any of the multitude of questions I posed to him.
Luke provided all the assistance I needed in an extremely timely manner. Answers were not biased and explained advantages and disadvantages of products in a proper manner.
Luke is very personable and knowledgeable. He is always prompt and speaks to our level of knowledge. He is a good listener and always keen to ensure things are as they should be. We trust him.
Luke has been our adviser for a number of years and we have found him to have a high degree of integrity and is totally customer focused. His reassuring and professional manor gives us great peace of mind that our financial affairs are being well looked after.
I used to dread speaking to our financial adviser but dealing with Luke Shad makes the experience much nicer. He has the skill of explaining his financial advice in a manner that I can understand. Whenever I have needed his assistance he is available and will do his utmost in a speedy manner to help me. I trust him and feel confident that he is working in my best interest.
- Adviser status Silver
- Number of reviews 10
- First year providing advice 2012
- Years of experience 11
- Bachelor of Commerce
Palladia Wealth AdvisorySuite 1, 164 Greenhill Rd
Parkside, SA 5063 Level 1, 164 Greenhill Rd
Parkside, SA 5063
- 7:00am – 12:00pm Saturday
- 7:00am – 6:00pm Monday – Friday
- In person
- Video call
Palladia Licensee Services Pty Ltd