Luke Ranson
Financial Adviser
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About
Luke Ranson is an ASIC-registered financial adviser based in North Sydney, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Luke holds a Bachelor of Commerce from Griffith University, a Diploma of Financial Services from AMP Financial Services, and a Masters of Financial Planning from the University of the Sunshine Coast. He has also completed specialist training, including an Accredited Derivatives Adviser Level One qualification, and training in Margin Lending and Geared Investments from Kaplan Professional. Luke is an AEPS Accredited Estate Planning Strategist, a Certified Financial Planner (CFP®), and a Registered Trust & Estate Practitioner (TEP). Further enhancing his expertise, he is an Accredited Aged Care Professional and has completed Ethics and Professionalism in Financial Advice training. As an authorised financial adviser, Luke provides advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Luke is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting his commitment to upholding the highest professional standards. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Estate planning Ready to take control of your financial future? Contact Luke today to schedule a consultation and discover how his expertise can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Luke Ranson offer?
Luke Ranson provides comprehensive financial advice encompassing superannuation, retirement planning, wealth management, insurance, and estate planning. He can also advise on investments including securities and government debt securities.
What qualifications does Luke Ranson have?
Luke Ranson holds a Bachelor of Commerce, a Diploma of Financial Services, a Masters of Financial Planning, and numerous specialist qualifications, including Certified Financial Planner (CFP®) and Registered Trust & Estate Practitioner (TEP) designations. He is also an Accredited Aged Care Professional.
What is Luke Ranson's approach to financial planning?
Luke takes a client-centred approach, focusing on understanding your individual needs and goals. He then develops a tailored financial plan to help you achieve those objectives, providing ongoing support and advice along the way.
How does Luke Ranson stay up-to-date with changes in the financial industry?
Luke is committed to ongoing professional development. He regularly participates in training and education programs to stay informed about the latest industry trends, regulations, and investment strategies. His memberships with the FAAA and SMSF Association also provide access to valuable resources and insights.
What can I expect during my first meeting with Luke Ranson?
During your initial consultation, Luke will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions that align with your needs and provide a clear explanation of his fees and services.
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