Mike Luck

Luck Financial Group

Gold
10 Yrs Experience
Main Beach, QLD 4217

Recent reviews

Luck Financial Group

Suite 40, 3576 Main Beach Parade
Main Beach, QLD 4217

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

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

"Mike was fantastic. His knowledge on superannuation, income protection and personal insurances is immense . He was always willing to chat about matters I did not understand and take the time with me so that I understood the complex arrangements I needed. I highly recommend Mike."

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

"Mike went above and beyond to take the time to understand my personal needs and goals, and then deliver practical advice tailored to my situation. He kept me updated every step of the way and provided helpful answers to all my questions. I was very impressed by his professionalism, knowledge and ability to think outside the box."

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

"Mike took the time to find out what was important to us and then walked us through the best options to cover our family. Highly recommend Mike's services"

  • 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
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2013

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2018

Margin Lending

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

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2015

Self Managed Superannuation Funds (SMSF)

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

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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