Luke Eres
Financial Adviser
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About
Luke Eres is an ASIC-registered financial adviser dedicated to helping individuals and families in Keilor, VIC, and across Australia achieve their financial goals. With over two decades of experience in the financial services industry, Luke holds a Diploma of Financial Planning from Deakin (1999), became a CFP with the Financial Planning Association of Australia (FPA) in 1999, is an SMSF Specialist Adviser (SSA) with the Self Managed Super Fund Association of Australia (2007), completed studies in Margin Lending & Geared Investments with Kaplan Education (2010), and completed a Graduate Diploma of Financial Planning with Kaplan Professional (2021). He is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association. Luke is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His extensive knowledge and commitment to ongoing professional development ensure that his clients receive the highest quality advice, tailored to their unique circumstances. • Superannuation advice • Wealth management strategies • Retirement planning solutions • Insurance advice and implementation Ready to take control of your financial future? Contact Luke Eres today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Luke Eres offer?
Luke Eres provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, and retirement planning. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What are Luke Eres's qualifications?
Luke holds a Diploma of Financial Planning, is a Certified Financial Planner (CFP), an SMSF Specialist Adviser (SSA), and has completed further studies in margin lending and geared investments, as well as a Graduate Diploma of Financial Planning. This extensive training ensures he is well-equipped to provide you with expert financial advice.
What is the process of working with Luke Eres?
The process typically begins with an initial consultation to understand your current financial situation and your goals. Luke will then develop a personalized financial plan, implement the plan with your approval, and provide ongoing support and reviews to ensure you stay on track.
How can Luke Eres help me with my superannuation?
As an SMSF Specialist Adviser, Luke can provide expert advice on all aspects of superannuation, including choosing the right fund, optimizing your contributions, and planning for retirement income. He can also assist with setting up and managing a Self-Managed Super Fund (SMSF).
What can I expect from a financial planning session with Luke Eres?
You can expect a personalized and professional experience. Luke will take the time to understand your unique circumstances and goals, provide clear and easy-to-understand advice, and empower you to make informed financial decisions.
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