Luke Smith
Financial Adviser
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About
Luke Smith is an ASIC-registered financial adviser dedicated to providing comprehensive and tailored financial solutions to clients in Phillip, ACT, and beyond. With a strong educational foundation including a Diploma of Financial Markets from Securities Institute Education (2001), Advanced Diploma of Financial Services (Financial Planning) from Archer College (2006), and specialist accreditation as an SMSF Specialist Advisor (SSA) from the SMSF Association (2015), Luke possesses the knowledge and experience to guide you towards your financial goals. Luke continually updates his skills having completed Ethics and Professionalism in Financial Advice (2019), Client Engagement Skills (2021), Investment Advice (2021) and Economic and Legal Context for Financial Planning (2023) courses with Kaplan Higher Education. As an authorized financial adviser, Luke can provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. A member of SPAA, Luke adheres to the highest ethical and professional standards. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Luke Smith today for a consultation and personalized financial plan.
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Frequently Asked Questions
What types of financial advice does Luke Smith provide?
Luke Smith provides advice on superannuation, insurance, wealth management, and retirement planning. He is also authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Luke Smith have?
Luke Smith holds a Diploma of Financial Markets, an Advanced Diploma of Financial Services (Financial Planning), and is an SMSF Specialist Advisor (SSA). He has also completed several courses with Kaplan Higher Education, focusing on ethics, client engagement, investment advice, and the economic and legal context for financial planning.
How can Luke Smith help me with my retirement planning?
Luke Smith can assess your current financial situation, understand your retirement goals, and develop a tailored plan to help you achieve a comfortable and secure retirement. This includes advice on superannuation, investments, and other retirement savings strategies.
What is the process of working with Luke Smith?
The process typically begins with an initial consultation to discuss your financial goals and needs. Luke will then gather relevant information, analyze your situation, and develop a personalized financial plan. He will present the plan to you, answer your questions, and implement the agreed-upon strategies. Regular reviews and ongoing support are also provided to ensure your plan remains aligned with your changing circumstances.
How does Luke Smith stay up-to-date with changes in the financial industry?
Luke Smith is committed to ongoing professional development and education. He regularly attends industry conferences, participates in training programs, and stays informed about regulatory changes and market trends to ensure he provides the most relevant and effective advice to his clients.
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