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Luke Rowlands

WealthVisory Private Clients

Bronze
2 Yrs Experience
Mandurah, WA 6210

I began work in the financial services industry in 2021 after moving from my role as an Accountant at WealthVisory, where I worked for five years.

I graduated from Curtin University with a Bachelor of Commerce (Accounting major) and have completed my Graduate Diploma of Financial Planning with Kaplan Professional. I have also passed the required FASEA Ethical Standards exam.

I am happily married to my wife, Letesia, and we have two young sons. I enjoy spending time with my family and friends, going to the gym, surfing, playing elaborate board games, indoor or outdoor soccer (when I’m not injured), and being involved in my local church, Eastlake.

My focus is on building long-term relationships with my clients, with the aim of truly understanding them and helping them achieve their financial and lifestyle goals. I have technical experience in retirement planning, self-managed super funds, superannuation, investments, and insurance, and I continue to educate myself on the best available strategies that can be implemented for the benefit of my clients.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Bronze
  • Years of experience 2
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

WealthVisory Private Clients

Suite 7, Level 3, 53 Sholl St
Mandurah, WA 6210

Meeting methods

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

Licensed by

Oakwood Financial Group Pty Ltd

AFSL 255231