Luke Pietro
Financial Adviser
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About
Luke Pietro is an ASIC-registered financial adviser based in Essendon, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a solid foundation built upon years of experience and extensive qualifications, Luke provides expert guidance across a broad spectrum of financial needs. Luke holds a Foundation DFP from the Financial Planning Association of Australia (FPA), an Advanced Diploma and Diploma of Financial Services (Financial Planning) from Kaplan Professional, a DPML Margin Lending certification from Pinnacle Financial Services Academy, and an Accredited Listed Product Adviser Program certification and Graduate Diploma of Financial Planning from Kaplan Higher Education. He also completed Introduction to Self Managed Superannuation Funds through Kaplan Professional. As a member of the Financial Advice Association of Australia (FAAA), Luke adheres to the highest ethical and professional standards. Authorised to provide advice on superannuation, insurance, and wealth management, Luke specialises in creating robust financial plans that address your unique circumstances. Whether you're planning for retirement, seeking to protect your assets with insurance, or aiming to grow your wealth through strategic investments, Luke has the expertise to guide you. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance • Life Risk Insurance • Securities advice • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Luke Pietro today to schedule a consultation and discover how personalised financial advice can make a difference.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Luke Pietro offer?
Luke Pietro provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Luke Pietro hold?
Luke has completed a Foundation DFP from the Financial Planning Association of Australia (FPA), an Advanced Diploma and Diploma of Financial Services (Financial Planning) from Kaplan Professional, DPML Margin Lending from Pinnacle Financial Services Academy, and an Accredited Listed Product Adviser Program certification and Graduate Diploma of Financial Planning from Kaplan Higher Education.
What is the process of working with Luke Pietro?
The process typically starts with an initial consultation to understand your financial goals and current situation. Luke will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments are conducted to ensure the plan remains aligned with your evolving circumstances.
What should I expect during my first meeting with Luke?
During your initial consultation, Luke will discuss your financial goals, risk tolerance, and current financial situation. This meeting is an opportunity for you to ask questions and for Luke to understand how he can best assist you in achieving your objectives.
How can financial advice from Luke Pietro benefit me?
Financial advice from Luke can help you make informed decisions about your money, plan for retirement, protect your assets, and achieve your financial goals with confidence. He will provide expert guidance and ongoing support to help you navigate the complexities of the financial landscape.
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