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Luka Lewis

Luka Lewis

Financial Adviser

Morgans Financial Limited
Chevron Island, QLD 4217

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

Luka Lewis is an ASIC-registered financial adviser based in Chevron Island, Queensland, committed to helping clients achieve their financial goals. Luka holds a Bachelor of Business from Griffith University (2025), providing a strong foundation for delivering sound financial advice. Authorised to provide advice on wealth management, securities, and government debt securities, Luka can assist you with a broad range of financial needs. Luka focuses on providing tailored strategies that align with your unique circumstances and objectives. Key services include: • Wealth Management • Investment Strategies • Portfolio Construction • Financial Planning • Securities Advice • Government Debt Securities Advice Luka is dedicated to building long-term relationships with clients, providing ongoing support and guidance to navigate the complexities of the financial landscape. Contact Luka today to schedule a consultation and discover how you can benefit from expert financial advice.

Specialisations

Areas of Expertise

Securities Government Debt Securities Wealth Management Investment Strategies Securities Advice Financial Planning Portfolio Construction

Client Types

Personal Investors Company Structures Self-Employed Trust Structures SMSF

Services

Wealth Management
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

001318974

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Luka Lewis offer?

Luka Lewis specialises in wealth management, securities, and government debt securities advice. He can help you with investment strategies, portfolio construction, and financial planning.

What qualifications does Luka Lewis have?

Luka Lewis holds a Bachelor of Business from Griffith University.

What is the process for becoming a client of Luka Lewis?

The process typically starts with an initial consultation to discuss your financial goals and current situation. Luka 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 working with Luka Lewis?

You can expect personalised advice, clear communication, and a commitment to helping you achieve your financial goals. Luka focuses on building long-term relationships with clients based on trust and mutual respect.

Does Luka Lewis work with self-managed super funds?

While Luka's authorizations don't directly specify SMSF advice, his expertise in wealth management and investment strategies can be valuable for SMSF trustees. Contact Luka to discuss your specific needs and how he can assist you.

Get in Touch

Contact Luka 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.