Luke has been a valued member of Ord Minnett since 2003. He is a recognised leading expert in the Australian Significant Investor Visa and a specialist in constructing diversified direct investment portfolios.
Luke is a trusted Adviser, providing strategic and holistic financial advice to high net worth individuals, families, and business owners. His areas of expertise are broad, encompassing the intricacies of the Significant Investor Visa program, direct investments in Australian and international shares and bonds, specialist advice on self-managed super funds (SMSFs), comprehensive retirement planning, navigating business exits, providing guidance on deceased estates and inheritance matters, and strategic succession planning for future financial security.
Luke is dedicated to providing tailored and insightful advice to help his clients achieve their diverse financial objectives.
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