Luke is a Private Wealth Adviser based out of Melbourne, servicing clients from all walks of life around Australia and internationally. Luke specifically services high net worth individuals, business owners, and family groups and assists with setting up and managing financial structures, retirement planning, investment strategies and planning for transitionary events such as multi-generational wealth transfer.
Luke has more than 18 years’ experience in financial markets in Australia, Hong Kong, New York and the United Kingdom. Luke provides wealth management advice, first focusing on creating the right financial structure and then matching investments to clients’ risk tolerance and goals, while leveraging Ords’ strategic and tactical asset allocation frameworks. Luke also has a particular interest and focus in stock specific research and selection via fundamental and technical analysis.
Luke’s main areas of expertise are investment advice, retirement planning, superannuation and managing family group wealth and transitions. In general, Luke will start with understanding your current situation in the aim of creating a longer-term plan to be able to reach your goals and objectives. This will involve setting up the right financial structure initially, setting the investment strategy that suits you, as well as reviewing and refining it overtime where your life journey changes.
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