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Luke Bowler

Financial Adviser

Invest Blue Pty Ltd
Penrith, NSW 2750

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Luke Bowler is an ASIC-registered financial adviser based in Penrith, NSW, dedicated to helping individuals and families achieve their financial goals. With a Diploma of Financial Services (Financial Planning) from AMP Limited (2005) and a Bachelor of Business (Applied Finance) from the University of Western Sydney (2006), Luke possesses a strong foundation in financial principles. Further solidifying his expertise, Luke earned the Certified Financial Planner designation from the Financial Planning Association of Australia (FPA) in 2013, and completed FPC002B Ethics and Professionalism in Financial Advice in 2020. Luke is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This breadth of knowledge allows him to create tailored strategies to suit each client's unique circumstances. • Superannuation advice to maximise your retirement savings • Comprehensive insurance solutions to protect what matters most • Strategic wealth management to grow your assets • Tailored retirement planning for a comfortable future • Investment strategies to achieve your financial goals If you're seeking professional financial guidance to navigate your financial future with confidence, contact Luke Bowler today to schedule a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Risk management Insurance solutions

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000232706

Verify on ASIC Register

Authorised Representative Number

000295174

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Luke Bowler provide?

Luke Bowler specialises in superannuation advice, insurance, wealth management, and retirement planning. He also offers advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Luke Bowler have?

Luke holds a Diploma of Financial Services (Financial Planning) from AMP Limited, a Bachelor of Business (Applied Finance) from the University of Western Sydney, and is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPA).

What can I expect during my first meeting with Luke Bowler?

During your initial consultation, Luke will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a personalised financial strategy tailored to your specific needs.

How does Luke Bowler stay up-to-date with the latest financial regulations and market trends?

Luke is committed to ongoing professional development and regularly participates in industry training and seminars to ensure he provides his clients with the most current and informed advice. He also completed FPC002B Ethics and Professionalism in Financial Advice in 2020.

How do I get started with financial planning with Luke Bowler?

Simply contact Luke to schedule an initial consultation. This meeting will allow you to discuss your financial goals and determine if his services are the right fit for you.

Get in Touch

Contact Luke directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.