Luke joined CA Financial Services Group in January 2024 as the Employee Benefits Account Manager. He is focused on cultivating and expanding CA's relationships with our corporate clients and enhancing their ability to provide exceptional benefits to their employees.
Luke’s industry experience is based on building close knit relationships spreading across corporate roles, consultancy and subsequently his own Financial Planning practice specialising in Financial Protection.
After joining the industry in 2004, Luke has held roles in Client/Adviser services, Adviser Technology and Paraplanning/Coaching. Having finished his Advanced Diploma of Financial Planning in 2009, he founded his own consultancy/paraplanning business, building close relationships and assisting advisers and numerous practices ranging from boutique to corporates on strategy and advice delivery to their clients. In 2013 Luke founded his own award-winning Financial Planning practice, specialising in Financial Protection. Proudly providing quality advice and ongoing service to his valued clients, as well as building numerous business partnerships.
Luke is passionate about building mutually-rewarding relationships with CA’s clients and providing them with an excellent initial and ongoing service.
Outside of work, Luke loves spending time with his young son and keeping active by spending time outdoors with swimming, snorkelling, jogging and soccer being amongst favourites.
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