Luke Andersen

Eureka Whittaker Macnaught

Platinum
11 Yrs Experience
Brisbane City, QLD 4000
I have over 18 years’ experience in the financial advice and real estate funds management industries, having held partnership positions in highly-respected firms within each industry. I’m passionate about building long-term relationships with clients, and I take great delight in seeing clients achieve their financial goals. I enjoy working with clients from all walks of life, although I have developed particular expertise in helping business owners, medical professionals, property investors and retirees. I'm fortunate to work with a terrific group of existing clients, although I have capacity to work with more clients, and with the wonders of technology I’m able to help clients living anywhere in Australia.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 24
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Eureka Whittaker Macnaught

Suite 3.3, 100 Creek St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.80
24 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
4.85
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 24

Sort by

5.00

"Luke has confidently managed a few situations where I required advice unexpectedly. He provides clear advice regarding my personal financial position and relates information in a way that demonstrates his knowledge and experience."

  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke's professionalism, knowledge and advice in the areas of insurance, superannuation and managed funds, has positioned us to reach our financial goals. Through his clear and precise explanations, my wife and I have been able to understand all the details provided, so that we can confidentially make informed decisions. Through Luke's proficiency and experience, I feel very confident that the advice given is right for my needs. I have always received Luke's full care and attention when needed."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"At the start both my partner and myself were very young in our financial journey and we have close to zero knowledge. But after meeting Luke, we have got better understanding and became more interested with this journey."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Luke gave my wife and I advice on planning for retirement and maximising our investment and tax benefits. He explained the whole advice strategy in excellent but understandable detail over several meetings. Questions via email from us are answered quickly and in simple terms. We are very confident Luke's advice is right for our needs and he continues to manage our needs in this regard on an ongoing basis."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Luke is very knowledgeable. He was able to provide a good overview of personal finance in a way that was easy to understand. He provided advice on personal insurance and was able to set us up with appropriate insurance."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Luke’s strength is delivering knowledge and concepts at an appropriate level that occasionally requires alternative explanation when not understood. He is patient and spends the time on areas most relevant, making it easier for busy people like us. After receiving Luke’s advice I feel confident we are well placed financially, protected, and have a plan that suits our needs. I have no hesitation in stating that I would highly recommend him to others."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I can't recommend highly enough the advice that Luke has provided. Everything was explained clearly at a level that I understood and any questions I had were answered very quickly. When required Luke was more than willing to make meetings outside of hours to fit with my work schedule. I have no problem recommending Luke to anyone I know who id need of financial advice."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over many years, Luke has given us financial advice mostly in the areas of Superannuation and Insurance. We have found him to be very approachable and helpful. He is very easy to deal with and is willing to give us as much time as we feel we need. We have no histation in recommending his services to others."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke has stepped me through multiple financial processes in a logical fashion. He has provided clear explanations and responded promptly to my requests for further information. In a complex and high-stakes world, it's good to have confidence in the advice I seek and decisions I make."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke quickly gained our trust by explaining clearly and backing up claims with references and examples. Luke introduced us to Hub24 right at the beginning of the Wuhan virus Calamity and gave us well considered options in very uncertain times."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Pinnacle Financial Services Academy
Completed
2013

Bachelor of Business Management

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2003

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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