MenuLuke Roberts CFP®
About Me
Luke has been in the financial services industry for over 20 years and has been providing financial advice since 2006. He is a Certified Financial Planner® with a Bachelor of Economics from the University of Tasmania, a Graduate Diploma of Applied Finance from the Securities Institute of Australia and is a graduate of the Australian Institute of Company Directors Course. Luke specialises in advising high net worth individuals, family offices and charitable institutions.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
-
Years of Experience 20 Years
