Luke is an experienced financial adviser with over a decade of expertise helping individuals, families, and business owners work towards their financial goals. He takes a client first approach, seeking to understand each person’s circumstances and objectives before building strategies that are practical, tailored, and flexible enough to adapt as life changes. Luke advises across wealth creation, retirement planning, superannuation including SMSFs, investment management, personal insurance, tax effective strategies, and estate planning.
Luke spent over four years with Viridian Financial Group as a Senior Financial Adviser, delivering comprehensive strategies to help clients build, manage, and protect their wealth. Prior to this, he advised clients at Ark Total Wealth, working across strategic asset allocation, investment performance reporting, retirement planning, and portfolio construction, while ensuring client portfolios remained aligned to their risk profiles through changing market conditions.
Earlier in his career, Luke operated his own advisory practice in the United States with Northwestern Mutual, helping individuals, families, and business owners pursue long term financial security. He began in private wealth at Candor Family Office, supporting complex and multigenerational family wealth across domestic and international investments, and coordinating closely with brokers, accountants, lawyers, and portfolio managers.
Luke believes financial advice is a lifelong partnership rather than a single transaction. He works alongside clients through every stage of the advice process, from initial planning and implementation to ongoing reviews, adapting strategies as circumstances evolve. His focus is on building trusted relationships, simplifying complex financial decisions, and helping clients create, protect, and preserve their wealth with confidence.
Luke holds a Graduate Diploma of Applied Finance and Financial Planning from Kaplan Professional and undertook studies in international finance at the Isenberg School of Management, University of Massachusetts Amherst. His undergraduate degree was completed at the University of Wollongong, with majors in finance and economics. His combined experience, technical depth, and commitment to long term client relationships make him a trusted adviser for clients seeking guidance across all aspects of their financial lives.
English
– Warren Buffet
