Alex Luck

Everest Private Wealth

Bronze
8 Yrs Experience
Leederville, WA 6007

Recent reviews

Everest Private Wealth

Suite 1, 628-630 Newcastle St
Leederville, WA 6007

Opening hours

  • 8:00am – 12:00pm Saturday
  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Bronze
  • Rating 4.90
  • Number of reviews 17
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Master of Financial Planning (Applied Financial Planning, Superannuation and Retirement)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Neo Financial Solutions Pty Ltd

AFSL 385845

4.90
17 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"Highly recommend working with Alex! With his help, I have gone from being someone who had no real direction with my finances, to having money goals and a clear road map to achieve them. He took the time to explain concepts and options in a way that I understood and provided advice that was tailored to my individual situation.  "

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

"I would 100% recommend Everest Private Wealth (Alex and Scott) to people. They are professional, trustworthy, friendly, and most importantly knowledgeable. Not only did they set up what I needed but explained the whole process so I understood what the plan of attack was. You are not another name on the books with these guys. They actually care and go above and beyond."

  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex provided excellent service and understanding when I needed it the most. I'm very confident to trust him with my finances."

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

"Alex has robust knowledge of the market status and trends and a great ability to explain seemingly complex concepts in a way that is very easy to understand."

  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has made things clear and simple when helping us develop our financial strategies. He has been very enthusiastic and follows up on everything."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Alex adopts an excellent and trustworthy personable approach to the difficult task of financial advice. Alex is doing a great job building our relationship based on good advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"We have been a client of Alex's for one year now, he has been helpful in providing investment structures that suit our future planning and understands our needs. Alex has gone above and beyond to get us the information and professional assistance we need to establish a SMSF we look forward to moving forward in 2018 with Alex's support."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex is exceptional at what he does. He makes a daunting process easy like life insurance as easy process. I would highly recommend his advice and services."

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

"Alex is friendly and down to earth. He has made me feel comfortable every step of the way and always has kept me in the loop."

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

"Alex was the one to follow me up. I thought I was happy with what set up I had previously until he showed me another option. So...in short.. he has saved me money ,he is very professional.I would highly recommend discussing your options with Alex. Roxy 6019"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Financial Planning (Applied Financial Planning, Superannuation and Retirement)

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2017

Commercial Law for Tax (Financial) Advisers

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2018

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
2011

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
2011

Self Managed Superannuation Fund (SMSF) Adviser Accreditation

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2019
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