About Me

Luke is the Principal Adviser, Responsible Manager, Owner and Director at Advice Loop. He is driven by the desire to help people put together a plan for a life that’s fulfilling and free of financial stress — both now and well into the future.

While Luke’s knowledge and experience in the financial planning sector is diverse, he has a keen interest in self-managed super funds and has earned the title of “SMSF Specialist Adviser” through the SMSF Association.

This accreditation gives Luke the ability to handle the whole SMSF process — from initial set-up and investment strategy preparation to implementation and advice around borrowing to acquire commercial property and other assets.

Luke holds the Certified Financial Planner (CFP®) designation, a Master of Financial Planning, Bachelor of Business & Commerce, Diploma of Financial Planning and Diploma of Finance & Mortgage Broking Management.

Areas of Focus

  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Advice Loop Pty Ltd
CERTIFIED FINANCIAL PLANNER®