Luke Jones

South Gippsland Financial Planning

2 Reviews
11 Yrs Experience
Leongatha, VIC 3953

Luke has been a qualified Financial Planner since 2013,

when he moved to the local area with his wife, and

two young children. He has a Bachelor of Business, Masters

in Professional Accounting, a Diploma of Financial Planning

and is a Certified Financial Planner ®.

Luke has experience working with a wide range of clients,

from those starting out in their career, to young families and

couples, to pre and post retirees. He thrives on assisting his

clients to meet their financial and lifestyle goals, whatever

they may be.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.63
  • Number of reviews 2
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Master of Business
  • Language spoken
    • English

South Gippsland Financial Planning

41b Bair St
Leongatha, VIC 3953

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323