Luke Marshall

Kdm Financial and Estate Planning Pty Ltd

Gold
5 Yrs Experience
Lutwyche, QLD 4030
IĀ specialises in providing advice to self-employed professional and small business owners, who have a desire to protect their families, their business and their income. IĀ advocate and embrace a goals and objectives based financial planning process, to provide my clients with tailored and holistic financial advice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 33
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Kdm Financial and Estate Planning Pty Ltd

Suite T205, 543 Lutwyche Rd
Lutwyche, QLD 4030

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Kdm Financial And Estate Planning Pty Ltd

AFSL 516642

4.85
33 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.95
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 33

Sort by

5.00

"Luke and his business are outstanding, every one needs an adviser and I recommend Luke highly. I have recommended my in-laws and mother to get advice from Luke."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke has given us advice in areas including loan products, self managed super funds and managing debt. Luke was always able to explain things to us in a clear way. Through Luke's knowledge and experience, we felt very confident that the advice given was right for our needs. Luke made himself available to us whenever we required and went over and beyond to assist us."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Luke quickly understood the breadth of my financial commitments; he provided clear and sound advice for the restructuring of those commitments for immediate and long term benefit. He is accessible for advice and support as we go through that restructure together. Extremely personable, I have no hesitation in recommending Luke for anyone seeking financial planning advice and support."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Expat Finance
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke has given my husband and I advice on our self managed super funds, shares and investments, tax strategies. Luke keeps us very well informed of his progress in all our financial matters via emails and meetings with my husband and I. Luke's attention to detail and his knowledge of financial matters, gives my husband and I great confidence in dealing with Luke."

  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are extremely happy with the advice Luke has given us. Luke is extremely attentive, professional, knowledgeable and is always available for questions and advice. I have had a great experience and have no problem recommending Luke. He is always been able to 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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke was amazing - I got great advice from him and his team in a manner that will save (and make) my financial position so much better in the years ahead. He also introduced me to various other professionals in his network that has been invaluable for my business. Luke is super easy to deal with and doesn't talk shit - does the right thing and is not just chasing a fee which is a rarity in this industry. I would have zero hesitation in referring Luke (and KDM) to anyone as they are probs the best I have come across. Richard Timpson"

  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"My accountant recommended Luke to help offer financial advise on funds that were available in our business which l believed weren't performing to their full potential. l have been extremely happy with the advise that l have received and Luke has been clear in his explanation of where we are heading financially."

  • Superannuation
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Luke helped me sort out my superannuation and insurance when I transitioned from full time employment to being self-employed. He was always available to help and clearly explained the process every step of the way."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke has given me advice in Superannuation, Investments and Insurance. Luke always explained things in a clear and concise way. Luke has a great working knowledge of financial products and strategies. He has genuine interpersonal skills and was very diligent every step of the way. I highly recommend Luke as a financial advisor."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'Luke has given me advice in areas including , Self Managed Super Funds and Managing Debt. Luke was usually able to 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 Usually received Luke's full care and attention when I needed it"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 33

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Applied Finance

Level
9 - Masters Degree
Institution
Charles Sturt University (CSU)
Completed
2018

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2020

Direct Equities Accreditation

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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