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.