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Luke Laretive

Seneca Financial Solutions

Bronze
14 Yrs Experience
Melbourne, VIC 3000

I have over a decade of experience providing strategic investment analysis and advice to some of the world’s leading organisations.

My job is to try and leverage the skills and experience I have gained to successfully design and implement specialised multi-asset portfolios for high-net-worth families, keeping their long-term objectives at the core of the strategy.

I hold a master’s degree in Applied Finance from Monash University as well as a Bachelor of Commerce from The University of Western Australia. I am a Level 2 Accredited Derivatives Advisor and a co-founder of Seneca, where I manage over $300m in client assets.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Growing Assets

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Seneca Financial Solutions

Level 4, 125 Flinders Ln
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Seneca Financial Solutions

AFSL 492686