Luke Oakes
Financial Adviser
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About
Luke Oakes is an ASIC-registered financial adviser based in Hobart, Tasmania, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With a strong educational foundation that includes a Bachelor of Economics from the University of Tasmania (2006), Luke has continually enhanced his expertise through advanced qualifications, including certifications in Self-Managed Superannuation Funds, Financial Planning, Listed Products, Ethics, and Aged Care. Luke is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. This broad authorization enables Luke to offer holistic financial guidance tailored to each client's unique circumstances. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Aged care financial planning Luke is committed to providing professional and ethical advice, ensuring clients feel confident and secure in their financial decisions. Contact Luke today to arrange a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Luke Oakes offer?
Luke Oakes provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Luke Oakes have?
Luke Oakes holds a Bachelor of Economics, certifications in Self-Managed Superannuation Funds, an Advanced Diploma of Financial Services (Financial Planning), and accreditations in Listed Products, Ethics, and Aged Care.
What can I expect during my first consultation with Luke Oakes?
During your first consultation, Luke will take the time to understand your financial situation, goals, and priorities. He will then provide clear and tailored advice to help you make informed decisions.
How can Luke Oakes help with my retirement planning?
Luke can help you develop a comprehensive retirement plan that considers your income needs, investment strategies, and superannuation options, ensuring a comfortable and secure retirement.
Does Luke Oakes provide advice on insurance?
Yes, Luke provides advice on various insurance products, including life risk insurance and investment life insurance, to protect you and your family from unforeseen events.
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