Luke Marshall

KDM Financial and Estate Planning

7 Yrs Experience
Lutwyche, QLD 4030

IĀ specialise in providing advice to self-employed professional and small business owners, who have a desire to protect their families, their business and their income. I can provide holistic advice, including superannuation and retirement planning, and I specialise in Estate Planning.

IĀ advocate and embrace a goals and objectives based financial planning process, to provide my clients with tailored and holistic financial advice.


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Property Investment
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.91
  • Number of reviews 33
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualifications
    • Graduate Diploma of Applied Finance
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

KDM Financial and Estate Planning

Suite 2.05, Level P1, 120 Chalk St
Lutwyche, QLD 4030
1454 Logan Rd
Mount Gravatt, QLD 4122

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

KDM Financial and Estate Planning

AFSL 516642