Luke Watson

I am a financial adviser and business owner that spent several years progressing my skills working alongside some talented and knowledgeable financial planners & stockbrokers throughout my early years. I learnt the ins and outs of the financial planning industry from the ground up, working in a variety of financial services businesses. This experience has given me a solid foundation and a deep understanding of investment and the financial planning process. I believes the knowledge and skillset that I have acquired enable me to provide an exceptional service offering and advice to my clients.

I am a country boy at heart and my upbringing was on a small farm in the Adelaide Hills, a hands-on approach provided me the environment to learn on the job and get my hands dirty. My approach to financial advice and the skills I have learnt, come from having an in depth understanding of the administrative side of the stockbroking and financial planning industries, then progressing to providing holistic and carefully crafted Financial & Retirement Planning advice. I believe that having a deep understanding of the full financial planning process has provided me with a grounded and humble approach to my profession.

I have a genuine care for people and the outcomes of the advice that I provide. I have a young family of my own and the most enjoyable times are watching my family grow, learn and prosper “I am a financial adviser, but I am also an individual with my own goals and ever-changing financial needs. This assists me in understanding and adapting to my client’s needs, their ongoing financial planning requirements, and the advice they receive.”