Luke Priddis
Financial Adviser
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 Priddis is an ASIC-registered financial adviser based in Penrith, NSW, dedicated to helping individuals and families achieve their financial goals. With a solid foundation built on years of experience and continuous learning, Luke holds a Diploma of Financial Advising from the Securities Institute (2005), completed studies in Margin Lending and Geared Investments at Kaplan Higher Education Pty Limited (2011), and possesses SMSF expertise from the University of Adelaide (2014). Further solidifying his knowledge, Luke recently attained a Graduate Diploma of Financial Planning from Deakin University in 2023. Luke is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for your unique circumstances. This includes expert guidance on superannuation, insurance, wealth management, and retirement planning. Luke can also provide advice on investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Ready to take control of your financial future? Contact Luke Priddis today to schedule a consultation and discuss your specific needs.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Luke Priddis offer?
Luke Priddis provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities.
What qualifications does Luke Priddis have?
Luke holds a Diploma of Financial Advising, has completed studies in Margin Lending and Geared Investments, possesses SMSF expertise, and holds a Graduate Diploma of Financial Planning.
What is the process for becoming a client of Luke Priddis?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Luke will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your needs.
What can I expect from a consultation with Luke Priddis?
During a consultation, you can expect a thorough discussion of your financial situation, goals, and risk tolerance. Luke will explain complex financial concepts in a clear and understandable manner and provide you with personalized recommendations.
Does Luke Priddis offer advice on Self-Managed Super Funds (SMSFs)?
Yes, Luke possesses SMSF expertise from the University of Adelaide and can provide advice on establishing and managing your SMSF.
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.