Luke Smith

Envision Financial

20 Yrs Experience
Phillip, ACT 2606

With over 10 years of experience and working with a wide range of clients, I know the benefits good advice can provide. Most people only plan for a tax deduction but I help my clients plan for a lifestyle. Working together & putting in place good behaviours, financial planning helps my clients reach their goals more confidently. I am also passionate about making sure clients understand the advice they’re being given before they act. I appear weekly on 2CC Talking Canberra, discussing financial planning issues. Catch up on the podcast at 'The Strategy Stacker - Luke Talks Money' on Apple Podcasts. Working with my clients as part of their team makes my job very rewarding.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Tax Strategies
  • Budgeting
My fees
Get in touch

Our first meeting fee is currently $440. We allow up to 90 minutes for this session as required.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.96
  • Number of reviews 97
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualification
    • Advanced Diploma of Financial Services
  • Language spoken
    • English

Envision Financial

Suite 2, 44-52 Townsend Street
Phillip, ACT 2606

Opening hours

  • 8:00am – 6:00pm Monday – Sunday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221