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