Luke Broxton
Financial Adviser
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About
Luke Broxton is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a solid foundation built on extensive qualifications, including an Advanced Diploma of Financial Planning, specialist knowledge in Margin Lending & Geared Investments and SMSFs, and a Graduate Diploma of Financial Planning, Luke provides comprehensive financial solutions tailored to individual needs. Luke is an active member of the Financial Advice Association of Australia (FAAA), demonstrating a commitment to upholding the highest standards of professionalism and ethical conduct within the financial services industry. As an authorised financial advisor, Luke can provide expert advice on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to help you grow your retirement savings. • Insurance solutions to protect you and your family from unforeseen events. • Wealth management strategies to maximise your investment returns. • Retirement planning to ensure a comfortable and secure future. • Investment advice on securities and other financial products Ready to take control of your financial future? Contact Luke Broxton today to schedule 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 Broxton offer?
Luke Broxton provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He can help you with all aspects of your personal finances.
What qualifications does Luke Broxton have?
Luke holds an Advanced Diploma of Financial Planning, certifications in Margin Lending & Geared Investments and SMSF specialisation, and a Graduate Diploma of Financial Planning. He also actively updates his knowledge with ongoing professional development.
What is the process for becoming a client of Luke Broxton?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Luke will then develop a tailored financial plan based on your specific needs and objectives. Regular reviews are conducted to ensure your plan remains aligned with your evolving circumstances.
Is Luke Broxton a member of any professional associations?
Yes, Luke is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding high ethical and professional standards.
What can I expect from working with Luke Broxton as my financial adviser?
You can expect personalized advice, a clear and transparent approach, and a commitment to helping you achieve your financial goals. Luke prioritizes building long-term relationships with his clients based on trust and mutual respect.
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