Georgina Luke
Financial Adviser
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About
Georgina Luke is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals. With a Foundation Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2001, an Advanced Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2016), and further accreditations including the ASX ALPA Program (2017), Margin Lending (2017), and Ethics and Professionalism in Financial Advice (2020), Georgina possesses a robust foundation of knowledge and experience. Georgina is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Georgina today to schedule a consultation and discuss your specific needs and objectives.
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Frequently Asked Questions
What types of financial advice does Georgina Luke offer?
Georgina Luke provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities.
What are Georgina Luke's qualifications?
Georgina holds a Foundation Diploma of Financial Planning, an Advanced Diploma of Financial Planning, and is accredited in Listed Products (ASX ALPA), Margin Lending, and Ethics and Professionalism in Financial Advice.
What is the process of working with Georgina Luke?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Georgina will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments are made to ensure the plan remains aligned with your evolving needs.
How can Georgina Luke help me plan for retirement?
Georgina can help you assess your current retirement savings, project your future income needs, and develop a strategy to maximise your superannuation and other investments to ensure a comfortable retirement.
What should I expect during my first meeting with Georgina Luke?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Georgina will explain her services and how she can help you achieve your objectives, ensuring you feel comfortable and informed every step of the way.
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