Our staff


Client Support Officer (CSO)

Luke has a passion for Financial Advice and investment which started at a young age. He studied his first year doing a Bachelor of Commerce at Macquarie University until he realised he really wanted to major in Financial Planning after working with us for less than a month. This required a transfer to a Bachelor of Commerce (Financial Planning) at University of New England and Luke is currently studying in his final year. He wants to be a Financial Planner and is well on his way to achieving that goal.

As a CSO, Luke is responsible for putting our clients’ plan into action as seamlessly as possible.

Luke grew up in Sydney. In addition to spending time with his family and friends Luke enjoys being fit and regularly goes to the Gym and Muay Thai (Thai Kickboxing).