Luke Andersen

Luke is a Private Client Adviser and Certified Financial Planner®, has 20 years’ experience in the financial advice and real estate funds management industries, having held partnership and managerial positions in firms within each industry. Luke is passionate about building long-term relationships with clients and takes great delight in helping clients achieve their financial goals. Luke enjoys working with clients from all walks of life, although he has developed particular expertise in helping successful individuals and families protect, grow, and transition their wealth. Luke holds a Graduate Diploma in Financial Planning and a Bachelor of Business Management (International Business & Marketing).

• Certified Financial Planner®
• Graduate Diploma in Financial Planning
• Bachelor of Business Management (International Business & Marketing)
• ASIC Authorised Representative No. 315391

• Financial Advice Association Australia (FAAA)
• CIMA Society Asia Pacific