Luke Andersen

Eureka Whittaker Macnaught

Platinum

11 Yrs Experience

Brisbane City, QLD 4000

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I have over 18 years’ experience in the financial advice and real estate funds management industries, having held partnership positions in highly-respected firms within each industry.

I’m passionate about building long-term relationships with clients, and I take great delight in seeing clients achieve their financial goals.

I enjoy working with clients from all walks of life, although I have developed particular expertise in helping business owners, medical professionals, property investors and retirees.

I'm fortunate to work with a terrific group of existing clients, although I have capacity to work with more clients, and with the wonders of technology I’m able to help clients living anywhere in Australia.

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

5.00 January 2022

Luke has confidently managed a few situations where I required advice unexpectedly. He provides clear advice regarding my personal financial position and relates information in a way that demonstrates his knowledge and experience.

5.00 January 2022

Luke's professionalism, knowledge and advice in the areas of insurance, superannuation and managed funds, has positioned us to reach our financial goals. Through his clear and precise explanations, my wife and I have been able to understand all the details provided, so that we can confidentially make informed decisions. Through Luke's proficiency and experience, I feel very confident that the advice given is right for my needs. I have always received Luke's full care and attention when needed.

4.75 October 2021

At the start both my partner and myself were very young in our financial journey and we have close to zero knowledge. But after meeting Luke, we have got better understanding and became more interested with this journey.

4.75 September 2021

Luke gave my wife and I advice on planning for retirement and maximising our investment and tax benefits. He explained the whole advice strategy in excellent but understandable detail over several meetings. Questions via email from us are answered quickly and in simple terms. We are very confident Luke's advice is right for our needs and he continues to manage our needs in this regard on an ongoing basis.

4.50 September 2021

Luke is very knowledgeable. He was able to provide a good overview of personal finance in a way that was easy to understand. He provided advice on personal insurance and was able to set us up with appropriate insurance.

Adviser status Platinum
Rating 4.90
Number of reviews 24
First year providing advice 2011
Years of experience 11
Highest qualification
- Graduate Diploma of Financial Planning
Language spoken
- English

Eureka Whittaker Macnaught

Suite 3.3, 100 Creek St
Brisbane City, QLD 4000

9:00am – 5:00pm Monday – Friday

Fortnum Private Wealth Ltd

AFSL 357306

Luke Andersen

Eureka Whittaker Macnaught

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Eureka Whittaker Macnaught

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Fortnum Private Wealth Ltd