Luke’s overriding passion is to help people achieve what matters most.
Having graduated in 1993, Luke worked in hospitality before joining the financial planning industry in 1996. He quickly built a reputation based on technical expertise and exceptional client service. In 1998, he was invited to acquire a share in a small but emerging financial planning business, which at the time specialised in all things retirement.
From these humble beginnings, Luke then set about transforming the business. Concerned that the industry was being hijacked by large institutions who put profit above all else, he established a new approach, one which focused specifically on clients by meeting their needs and removing their frustrations, fears and concerns.
This change in tact not only differentiated Innate Wealth from its competitors but it also explains why today we are recognised as one of Australia’s premier advice businesses.
Luke’s outlook on life is simple. He appreciates that life itself is an incredible gift. It offers each of us the privilege, opportunity and responsibility to give something back by becoming more.
Outside of work, Luke is a football tragic (round ball) desperately willing his beloved Liverpool FC to glory. He is an also an avid supporter of the domestic game where he enjoys watching his son apply his trade as well as other young emerging talents.
A proud family man, you will find Luke spending time with his childhood sweetheart Mandy, their three children Nick, Hannah and Charli and two dogs, Marley and Leo.
Who Luke works with
Luke loves to work with corporate executives and business owners who are innately curious and in search of a better life.
Bachelor of Social Science (majors economics / law)
Post Graduate Diploma Financial Planning
Certified Financial Planner
SMSF Specialist Adviser
Hobbies and Community Involvement
An avid traveller, Luke enjoys visiting different parts of the globe, immersing himself into cultures and appreciating the history on offer.
He loves nothing more than tearing down a snow capped mountain on a blue-sky day, the steeper the better.
He also enjoys spending time with family and friends, breaking bread and sharing a nice glass of wine.
Community wise, Luke is passionate about youth mental health and provides big brother support to number of youngsters who are trying to find their way in what can be a complex world.
Industry wise, Luke is regarded as a thought leader, often challenging conventional thinking and reframing how our industry could better serve clients. He is also regular contributor to publications both industry and national based.