Luke Shrewsbury

New Wave Financial Planning

Gold
11 Yrs Experience
Mermaid Beach, QLD 4218

Recent reviews

New Wave Financial Planning

Shop 5, 2483 Gold Coast Hwy
Mermaid Beach, QLD 4218

Opening hours

  • 8:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

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

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Luke has given me advice in areas including insurance and superannuation. Luke was able to explain things to me in a clear way. Through Luke's knowledge and experience, I feel very confident that the advice given was right for my needs. I feel I received Luke's full care and attention when I needed it and was provided with updates throughout the process."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke has given me advice in areas including loan products, self managed super funds and managing debt. Luke was usually able to explain things to me in a clear way. Through Luke's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Luke's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Really good experience - explained things well, and helped me become more engaged in the process than I previously would of. Look forward to our next review meeting..."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Small Business Advice

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Investment Banking Institute
Completed
2012

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2015

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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