Luke Roberts

ABOUT

 

Luke is a Private Client Adviser based in Shadforth Financial Group’s Hobart office.

 

Luke holds a Bachelor of Economics degree from the University of Tasmania and is a Certified Financial Planner™ practitioner, the industry’s highest accreditation. He also holds a Graduate Diploma in Applied Finance and Investments from the Financial Services Institute of Australasia and is an Associate member of the Financial Planning Association. He was also ranked in the top 50 financial advisers across Australia through the prestigious AFR Smart Investor Masterclass for Financial Planning 2013.

 

Luke joined Shadforth Financial Group in 2004, shortly after completing his university degree. He has acquired a deep knowledge in high level strategic financial planning, Self Managed Superannuation, wealth accumulation, taxation planning, Centrelink and retirement planning. Luke specialises in investment and financial planning advice for private clients, with a particular focus on direct equities. He is also a regular media commentator on issues relating to Australian Equities and financial markets.

 

Luke has lived in Hobart for 10 years after growing up on his family farm in the north of the state. He has an active interest in sports and guitar and in his spare time loves nothing more than taking his motorcycle

CONTACT INFO

 

Contact: Luke Roberts

Email: luke.roberts@sfg.com.au

Phone: 03 6211 1111

Website: www.sfg.com.au

Address: Level 3, 111 Macquarie Street, Hobart TAS 7000