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Luke Marton

Financial Adviser

Luke Marton Financial Services
Victoria Point, QLD 4165

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 Marton is an ASIC-registered financial adviser based in Victoria Point, Queensland, dedicated to helping clients achieve their financial goals. With a strong educational foundation, including a Diploma of Financial Services (Financial Planning), an Advanced Diploma from Kaplan Professional, a Bachelor of Commerce in Financial Planning and Investments from Griffith University, and a Master of Commerce (Applied Finance), Luke brings a wealth of knowledge and expertise to his practice. He is also a proud member of the Financial Advice Association of Australia (FAAA). Luke is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client's unique circumstances. His areas of expertise include superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Whether you're planning for retirement, managing your wealth, or seeking to protect your assets, Luke is here to guide you every step of the way. Contact Luke today to schedule a consultation and take control of your financial future.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000223135

Verify on ASIC Register

Authorised Representative Number

000314696

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Luke Marton offer?

Luke Marton specializes in providing advice on superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Luke Marton have?

Luke Marton holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Bachelor of Commerce in Financial Planning and Investments, and a Master of Commerce (Applied Finance).

What is the process of working with Luke Marton?

The process typically starts with an initial consultation to understand your financial goals and current situation. Luke will then develop a tailored financial plan, implement the plan, and provide ongoing reviews to ensure it continues to meet your needs.

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

During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Luke will listen carefully and ask questions to gain a comprehensive understanding of your needs. This will allow him to determine how he can best assist you.

Is Luke Marton a member of any professional organizations?

Yes, Luke Marton is a member of the Financial Advice Association of Australia (FAAA).

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.