Luke Marton

Lifebydesign Financial Services Pty Ltd

Gold
15 Yrs Experience
Victoria Point, QLD 4165
Luke entered the financial services industry in 2005 and has successfully run his own financial planning business in the Brisbane area since 2011. He works with a variety of different clients from those just starting out right through to those planning or enjoying their retirement. Luke is passionate about educating people in financial literacy and it gives him great satisfaction and motivation to see his clients’ economic direction change for the better. 'It’s a great feeling to watch clients achieve their goals and dreams and know that I helped them get there'.

Expertise

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Commerce (Applied Finance)
  • Language spoken
    • English

Lifebydesign Financial Services Pty Ltd

Suite 8, 127-131 Colburn Ave
Victoria Point, QLD 4165

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

5.00
6 Reviews
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

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5.00

"Luke Marton is wonderful at explaining everything and ensuring we understand. I would and do recommend Luke to everyone I talk to."

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

"We're delighted to have Luke help us through the jungle of insurances, investments and cashflow management. We could not have imagined we would have been in such a good place financially now, but more importantly for our retirement as well."

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

"Luke is genuine and easy to deal with. He explains things clearly and at a level that my husband and I can easily understand. He is direct and honest but not rude or pushy. He is encouraging and always makes himself available to offer advice and support. I have and will continue to recommend Luke to all of our friends, family and anyone else who pops up that I think could benefit from his advice."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Bachelor of Commerce (Financial Planning and Investments)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2006

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Master of Commerce (Applied Finance)

Level
9 - Masters Degree
Institution
Griffith University
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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