LUKE ROBERTS

About

Luke is a Private Client Adviser for UNICA Wealth and is based in Hobart.

 

Luke is a highly experienced adviser with over 14 years working in financial services and has been directly advising individuals, not-for-profits and family groups for over 12 years.  Over this time, Luke has acquired deep knowledge in high level strategic financial planning, portfolio construction and risk management, self-managed superannuation, taxation and social security planning.   Luke takes pride in providing his clients with options, education and clear, concise, value-added advice and has been ranked in the top 50 financial advisers across Australia by the Australian Financial Review, Smart Investor Masterclass.

 

Luke holds a Bachelor of Economics from the University of Tasmania and has a Graduate Diploma in Applied Finance and Investments from the Financial Services Institute of Australasia.  Luke is a Certified Financial Planner™ practitioner, the industry’s highest accreditation and is a member of the Financial Planning Association of Australia and The Responsible Investment Association Australia.

 

Luke is a director of UNICA Wealth.  UNICA Wealth is a privately owned, boutique financial planning and wealth creation practice. UNCIA is not a large listed company or owned by a bank or financial institution.  UNICA provides customised financial strategies and bespoke financial solutions. If you value strategic, outside the square thinking, then you will value the craft of UNICA Wealth.

Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2016

Qualifications:

Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:

2004

Providing Responsible Investment Advice Since:

2012

  • Superannuation and Retirement Planning
  • Investments/Managed Funds

Bendigo Bank Smart Options super and investment includes: Australian Ethical Australian Shares Fund (Wholesale) – AUG0018AU

  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund (Wholesale)
  • CFS FirstChoice Wholesale
  • Generation Wholesale Global Share
  • BT Wholesale Property Securities Fund
  • Australian Unity Funds Management Ltd – Altius Sustainable Bond Fund
  • Bendigo Bank Cash Account
  • Perpetual Wholesale Ethical SRI Fund

Emerald Wrap platform

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Luke Roberts

Email: Luke.Roberts@unicawealth.com.au

Phone: 03 6294 0000

Website: unicawealth.com.au

Address: Level 1, 160 Collins Street, Hobart TAS 7000