Luke Dagge
Financial Adviser
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About
Luke Dagge is an ASIC-registered financial adviser dedicated to helping individuals and families in Hermit Park, QLD, and beyond achieve their financial goals. With a Bachelor of Commerce from James Cook University (1998), a Graduate Diploma from the Securities Institute Australia (2004), and a CFP designation from Deakin University (2008), Luke possesses a comprehensive understanding of financial principles and strategies. He continually updates his knowledge, most recently completing Ethics and Professionalism in Financial Advice through Kaplan Professional (2021). As a member of the Financial Advice Association of Australia (FAAA), Luke adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Luke can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He is committed to providing tailored solutions that meet each client's unique needs and circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Luke today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Luke Dagge offer?
Luke Dagge specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He can also assist with investment strategies tailored to your individual needs.
What qualifications and experience does Luke Dagge have?
Luke holds a Bachelor of Commerce, a Graduate Diploma from the Securities Institute Australia, and a CFP designation. He also regularly updates his training to adhere to professional standards.
What is the process of working with Luke Dagge?
The process begins with an initial consultation to understand your financial goals and current situation. Luke will then develop a personalized financial plan, implement the strategies, and provide ongoing reviews to ensure you stay on track.
How can Luke Dagge help me plan for retirement?
Luke can help you assess your current retirement savings, project your future income needs, and develop a strategy to maximize your retirement savings through superannuation, investments, and other retirement income streams.
What professional organizations does Luke Dagge belong to?
Luke is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to ethical and professional conduct.
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