Luke made the decision to set up his own financial planning business ‘Envision Financial Services’ in late 2015. His approach to advice reflects his desire to help people create and achieve their goals.
Luke has been providing financial planning advice since 2005. Prior to that Luke spent time working in the back office a boutique financial planning firm. During his career, Luke has provided advice to a diverse range of clients including business owners, medical professionals, senior government & military personnel and executives.
Luke has the knowledge & ability to explain complex financial planning matters in a simple, easy to understand format. This leads to a partnership with clients as they understand the basis of the advice being provided to them.
Luke’s expertise covers a broad range of financial strategies. These include Government & Military superannuation, tax effective investment strategies, self managed superannuation fund investment & management as well as business and personal risk insurance.
Luke’s formal qualifications include a Diploma of Financial markets (SIA), Advanced Diploma of Financial Services & Specialist Accreditation in Superannuation. He is a SMSF Specialist AdvisorTM. He is also a Member of the Superannuation Professionals Association of Australia and currently sits on the Advisory Board of Financial Services Partners, one of Australia’s leading providers of financial planning advice.
If you have a question or would like to make an appointment please contact us.