Luke has worked in financial markets for 20 years and has extensive experience across a variety of investment markets in both investing and advising private clients. He values every client relationship and services a diverse range of clients - ranging from young professionals to retirees, through to for-purpose organisations and foundations.
Luke assists his clients achieve their personal and financial goals and objectives by helping them identify the right strategy and investment portfolio for their own circumstances. These clients then enjoy individualised and tailored on-going service over the long-term to ensure their portfolio is carefully monitored and managed with clear and personalised ongoing advice. He understands every investor will be slightly different, and as a result his advice is tailored in every scenario. This enables Luke to provide value to his wide range of clients from first time investors through to experienced market participants looking to enhance their returns.
Having established a Tasmanian office for Ord Minnett in 2020, Luke is predominantly based in Hobart but also works from Launceston regularly as well as other Ord Minnett offices across Australia. As a result, he is able to service clients right across Tasmania as well as other parts of the country.
Luke is committed to an open and transparent relationship. His view is that the role of a private wealth adviser goes beyond providing advice. To him, it’s about building trust, understanding individual needs, and guiding clients towards investment decisions that align with their values and goals. His core areas of expertise include portfolio construction and management, with a strong focus on direct equities and listed products.
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