Luke Headland is a Senior Private Wealth Adviser at Ord Minnett, having joined the firm in 2003. He provides strategic, tailored advice to high-net-worth individuals, families and business owners seeking to protect, grow and transition their wealth.
Luke specialises in the construction and management of diversified direct investment portfolios, with particular expertise in Australian and international shares and fixed income. He works with clients on investment strategy, asset allocation, superannuation and SMSFs, retirement planning, portfolio reporting and administration.
A significant part of Luke’s practice is supporting business owners and families through periods of change. This includes guidance on business exits, investing sale proceeds, retirement and succession planning, estate and inheritance matters, and the long-term transfer of wealth.
Luke combines disciplined investment management with a practical understanding of each clients’ personal, family and commercial objectives. He is committed to delivering clear, considered advice and long-term strategies that help clients navigate complex financial decisions with confidence.
In 2012, Luke co-founded the Ord Minnett Visa Investment Service. He is a recognised leading expert in the Australian Significant Investor Visa program and has extensive experience advising visa holders and their families with their ongoing investment requirements.
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