Luke Dean
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 a Bachelor of Business & Commerce, Diploma of Financial Planning and Diploma of Finance & Mortgage Broking Management. He is currently studying for his Master of Financial Planning.
Areas of Focus
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 14 Years
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Licensed By Advice Loop Pty Ltd