MenuLuke Patrick Bailey CFP®
About Me
As an experienced financial planner, I have developed financial strategies for a variety of clients from a diverse range of backgrounds. With a focus on delivering superior client service and quality advice, I enjoy helping my clients through the complexities of the superannuation and social security systems, ensuring they are well positioned to maximise their savings both in the lead-up to retirement and beyond.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 15 Years -
Licensed By Aware Financial Services Australia Limited
