Luke is a Sydney based private wealth adviser, joining the PKF Australia Wealth Creation team in 2018.
He is a passionate financial adviser with extensive experience in providing strategic investment, superannuation and wealth creation advice.
Luke is a Fellow Chartered Financial Practitioner (FChFP) and has completed a Bachelor of Commerce with the University of Wollongong, majoring in Finance and Economics. He also holds an Advanced Diploma of Financial Planning and is an accredited Self Managed Super Fund specialist
Luke is a personable executive with the ability to articulate matters in a clear & understandable fashion. Luke would also follow through with any task asked of him or any representation made by him. Extremely professional.
I have known Luke for some years. I found that his knowledge and experience in superannuation was such that I was confident to accept that advice. Luke always prepared the information in a manner that was understandable to both myself and my wife and took into account our changing circumstances.
Luke has given me advice in shares and super funds. Luke was extremely knowledgeable and understanding in everything he did for me to manage my money successfully. I had the utmost respect and confidence in Luke as a financial adviser. Nothing was ever too much trouble for him. Thanks for everything Luke.
I found Luke very competent and and thorough in any advice that was given and always going out of his way to make sure the client fully understood any policies that he had recommended the clients . all the best Luke in the future Regards Greg Flood
I worked with Luke at Lambert Investment so I was able to observe his professional approach to all his clients including my husband and myself. After working at Lamberts it was time for me to retire and the first person I sort advice from was Luke in relation to my superannuation and ongoing allocated pension. Luke always explained things very clearly and if I was unsure about terminology he explained it in a way that was easy to comprehend. I would definitely recommend Luke to my family and friends.
- Adviser status Bronze
- Number of reviews 9
- First year providing advice 2012
- Years of experience 11
- Fellow Chartered Financial Practitioner (FChFP)
PKF SydneyLevel 8, 1 O'Connell St
Sydney, NSW 2000
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