About Me

Luke is dedicated to helping his clients become financially organised and aligning their financial choices with their most important goals and deeply held values. The outcome is they have more time for the things that matter most; family, health, relationships, experiences, personal growth and career.Prior to establishing Applied Wealth in 2017, Luke served as Managing Director of Plenitude Financial Services, with offices in Sydney and Gold Coast. Earlier in his career, Luke held senior advisory roles at ANZ Bank and Westpac Group. Luke was a Non-Executive Director at Integral Private Wealth between 2017 and 2020, providing strategic direction to the executive team with a focus on operations and client results. Luke's experience includes guiding C-level Executives, Professionals, Business Owners and their families to successfully accumulate, preserve and manage their wealth. He is committed to delivering a highly tailored service to his clients, drawing upon a leading a team of best-in-class subject matter experts. The result is a personalised lifetime strategy, supported by an ongoing program that is comprehensive and coordinated.