Luke Andersen

Aspiri Financial

Platinum
13 Yrs Experience
Fortitude Valley, QLD 4006

I have over 18 years’ experience in the financial advice and real estate funds management industries, having held partnership and managerial positions in highly-respected firms within each industry.

I’m passionate about building long-term relationships with clients, and I take great delight in helping clients achieve their financial goals.

I enjoy working with clients from all walks of life, although I have developed particular expertise in helping successful individuals and families protect, grow, and transition their wealth.

I provide holistic financial advice and have specific expertise in investment management and self-managed superannuation funds.

I'm fortunate to work with a wonderful group of existing clients, although I have capacity to assist more clients so feel free to get in touch to discuss how I may be able to assist you in achieving your goals.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.88
  • Number of reviews 24
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Aspiri Financial

Level 1, 170 Robertson St
Fortitude Valley, QLD 4006

Financial Professionals

Ground Floor, Suite 2, 140 Bundall Road
Bundall, QLD 4217

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Whitehaven Private Portfolios

AFSL 300878

Investment Professionals Pty Ltd

AFSL 234525