Luke has been in the financial advice profession since November 1998. Combined with over 20 years’ experience working across private advice businesses as well as large banks, both within Australia and the United Kingdom, Luke has gained an extensive degree of expertise. He works with both personal, business and corporate clients, to deliver high quality financial advice.
Luke has completed numerous studies in financial planning, which include obtaining his Diploma of Financial Services and Advanced Diploma of Financial Services. Further to this, Luke has continued his studies to attain the Certified Financial Planner (CFP) status from the Financial Planning Association (FPA) in 2007. The CFP Designation & Education program is regarded as one of the pinnacle designations to hold within the financial advice profession.
Propel Financial Advice is a “fee for service” financial advice business. The fees charged for our advice are based on the time and complexity of the advice being provided.
As a result, the initial discovery meeting is at our expense, meaning there is no charge to you.
This is to help ensure we fully understand your needs and are able to take the time to provide high quality advice. We pride ourselves on transparency, and are unable to quote a fee for our advice or services until we have met and understood your needs in detail.
Once we understand your needs in detail and are able to quantify the degree of work required, if any, then we can explain our fees to you. If you are happy with his we will proceed on this basis. If you are not comfortable with paying this fee then there is no obligation and we can part ways with no expense incurred by you.
The way in which we charge for financial advice is in one or a combination of the following methods:
Plan (SOA) Preparation Fee: This is to prepare and present a statement of advice (SOA) outlining our recommendations
Implementation Fee: This is to cover the cost of implementing any recommendations.
Ongoing Advice Service Fee: If your needs require it, you may enter into an ongoing advice arrangement, where you pay a set monthly fee for our ongoing advice and service.
Ad Hoc Fees: From time to time clients may require a transaction to be completed, or some additional advice requirements. In these instances we can charge a one-off fee for these needs.
Luke epitomises the best standard of financial advisers. We have been completely amazed at how good and effective financial advice can be when working with a quality financial adviser. Luke is genuinely committed to meeting the needs of his clients. He is incredibly generous with his time, ensuring we have the opportunity to fully explore our goals and then patiently explains the strategies and pathway forward. His knowledge of financial advice is also incredibly deep, and we feel absolutely confident and secure about our future thanks to his guidance and expertise. I can not recommend Luke highly enough to anyone who wants to work with a genuine and quality financial adviser.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 1999
- Years of experience 24
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Propel Financial AdviceLevel 2, 2 CNR MAROOCHYDORE ROAD & EVANS
Maroochydore, QLD 4558
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Infocus Securities Australia Pty Ltd