Luke Marsden
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 Marsden is an ASIC-registered financial adviser based in Camberwell, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Luke holds a CFP designation from the Financial Planning Association of Australia (2002), a Diploma of Financial Planning from Deakin University (2003), and further accreditations in ASX Listed Products (2013) and Self Managed Superannuation Funds (2014). As a member of the Financial Advice Association of Australia (FAAA), Luke adheres to the highest professional and ethical standards. Luke is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This broad authorisation allows Luke to offer holistic financial solutions designed to meet each client's unique circumstances. Key services include: • Superannuation advice to maximise retirement savings • Comprehensive insurance solutions to protect your assets and family • Strategic wealth management to grow your investments • Personalised retirement planning for a secure future If you're seeking expert financial guidance to navigate your financial journey, contact Luke Marsden today to schedule a consultation and take the first step towards securing your financial future.
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 Marsden provide?
Luke Marsden offers advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. He provides tailored strategies to help you achieve your financial goals.
What are Luke Marsden's qualifications and professional memberships?
Luke holds a CFP designation from the Financial Planning Association of Australia, a Diploma of Financial Planning from Deakin University, and accreditations in ASX Listed Products and Self Managed Superannuation Funds. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Luke?
During your initial consultation, Luke will take the time to understand your current financial situation, goals, and risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs.
How does Luke Marsden develop a financial plan for his clients?
Luke develops financial plans through a comprehensive process that includes assessing your financial situation, identifying your goals, analysing your risk tolerance, and creating a tailored strategy to achieve your objectives. Regular reviews and adjustments are made to ensure your plan remains aligned with your changing needs.
Is Luke Marsden qualified to provide SMSF advice?
Yes, Luke Marsden holds accreditation in Self Managed Superannuation Funds from Kaplan Professional Education, enabling him to provide expert advice on managing your own super fund.
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.