I'm a Financial Planner with 6 years experience in the financial services industry. I enjoy building relationships with my clients and working together to ensure that their needs and objectives are met.
The most rewarding aspect of my job is empowering people to take control of their finances and giving them the confidence to do the things they enjoy the most.
Luke is brilliant to deal with, he has given me advice in areas including loan products, super funds and managing debt. Luke was always available to answer any questions I had and explain things to me in a clear way. Through Luke's knowledge and experience, I feel very confident that the advice given was right for my needs. I would highly recommend Luke to anyone looking for financial advice.
Luke was referred to us by a close friend and we couldn't be happier about the experience we have had in reviewing our superannuation and income protection, also seeking out and taking up affordable life insurance that meets our current situation. Honestly, we were a little hesitant at first, but that didn't last long as Luke made us feel very safe in the way he conducted the meetings and communicated with us. Luke provided all the information to us before sharing his expert advice. We always felt confident with Luke and respected his professional and expert knowledge. Luke has continued to provide support as needed and we look forward to a long standing professional relationship. Highly recommend having a chat with Luke.
Luke has given both my wife and I advice on insurance, superannuation and financial planning. Luke was very helpful, laid out all the options available to us and assisted us with selecting the right products for now and determining a strategy for our future. Luke is very approachable, patient, and knowledgeable, I have no hesitation in recommending him to others needing similar advice on achieving financial goals and determining insurance needs.
My husband and I have been working with Luke now for about six months. We were looking for advice and guidance around how we should best invest and structure our current assets to provide us with the best potential for growth now to support an early retirement later. We have both found Luke to be well informed, thorough and feel comfortable that he got to know us, our current situation and where we would like to be and used all this information to form a comprehensive approach to finding the best investment struture for us. I would not hesitate in recommending Luke, he has been a pleasure to deal with.
We were delighted with Luke’s friendly manner and the ease of communication, even though we lived 3 hours away. His advice was easy to follow and made a big difference to our financial outcomes. Luke was able to set us up so we feel more secure about our future. A simple process which took very little time. We would highly recommend Luke for any financial advice.
- Adviser status Bronze
- Number of reviews 43
- First year providing advice 2016
- Years of experience 7
- Certified Financial Planner (CFP)
Inovayt Pty LtdSuite 201, 55 Walsh St
West Melbourne, VIC 3003
- 9:00am – 6:00pm Monday – Friday
Alliance Wealth Pty Ltd