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Luke Spiller

Scholten Collins Mckissock

Gold
10 Yrs Experience
Surrey Hills, VIC 3127

Luke Spiller

Partner

CIMA®, CFP®, B.Bus (Acct)

Luke joined SCM Financial Group in 2009. Since then Luke has built his professional career to Partner and is a member of the SCM’s Investment Committee. He leads the advice strategy team and mentors many of the firm’s newer graduates.

Luke is passionate about helping his clients achieve financial independence and peace of mind. He has continued to challenge himself professionally and has become one of the firm’s technical experts in the areas of portfolio construction, strategic advice, superannuation and retirement planning and cashflow modelling.

Luke is a Certified Investment Management Analyst (CIMA®), Certified Financial Planner (CFP®), holds a Bachelor of Business Degree (Accounting), Advanced Diploma and Diploma of Financial Services.

Away from work Luke’s interest includes family, friends, sport and fishing.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Scholten Collins Mckissock

Level 2, 917 Riversdale Rd
Surrey Hills, VIC 3127

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Elect Wealth Management Pty Ltd

AFSL 499272