Friendly, knowledgeable and helpful
Luke gave us advice to plan for our retirement and the necessary tools and information to ensure that we can achieve the goals we had set. His professionalism and knowledge of what we needed was fantastic, and the presentation of advice was clear and concise. We would thoroughly recommend Luke to anyone needing assistance with their financial future.
Luke was extremely professional with getting my Fiance and myself set up with our life insurance. I Would highly recommend anyone to use Luke for this sort of advice in future.
Luke was able to assist my mother through her retirement options and gave her invaluable advice and guidance, especially throughout the uncertainty during the Covid-19 pandemic. I would not hesitate to use Luke's services for myself if the need arose, and also would highly recommend him for his professionalism and attention to detail to anyone that is looking for a trustworthy adviser.
After purchasing our first home, Luke contacted us to discuss life and income insurance. He did a great job at explaining the reasons for needing these insurances as well as the different products available. Luke and his team took care of all the paperwork which meant we barely had to do anything which was nice. He also spoke to us about our super, and the benefits for setting yourself up now with an appropriate fund. Luke helped us switch super products to something that suited us better and would benefit us in the long run. Overall Luke has been very helpful and I'm confident that if I ever have a question or concern Luke would be more than happy to help out.
Sunshine Financial Pty LtdParadise Place Resort, 25 Lows Dr
Pacific Paradise, QLD 4564
- Adviser status Bronze
- Number of reviews 8
- First year providing advice 2018
- Years of experience 5
- Bachelor of Business (Finance and Management)
Alliance Wealth Pty Ltd