Luke Pligt
Financial Adviser
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About
Luke Pligt is an ASIC-registered financial advisor based in Richmond, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Accounting) from Royal Melbourne Institute Of Technology (1992) and an Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty (2003), supplemented by specialist knowledge in Self Managed Superannuation Funds (Mentor Education Pty Ltd, 2015), Luke possesses a robust foundation for providing expert financial guidance. Luke is authorized to advise on a wide range of financial products, ensuring clients receive holistic support across various aspects of their financial lives. This includes providing advice and strategies for superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice 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 Whether you are planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Luke is here to help. Contact Luke today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Luke Pligt offer?
Luke Pligt provides advice on superannuation, insurance, wealth management, and retirement planning, as well as specific guidance on investment products such as Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Luke Pligt have?
Luke holds a Bachelor of Business (Accounting) from Royal Melbourne Institute Of Technology, an Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty, and specialist knowledge in Self Managed Superannuation Funds from Mentor Education Pty Ltd.
What can I expect during my first consultation with Luke?
During your initial consultation, Luke will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide an overview of how he can help you achieve your financial objectives and answer any questions you may have.
How can Luke Pligt help me with my retirement planning?
Luke can assist you in developing a comprehensive retirement plan tailored to your specific needs and goals. This includes strategies for maximizing your superannuation, generating income in retirement, and managing your investments to ensure long-term financial security.
Is Luke Pligt ASIC-registered?
Yes, Luke is an ASIC-registered financial advisor. This means he meets the required standards of education, training, and ethical conduct to provide financial advice in Australia.
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