Luke Pollard
Financial Adviser
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About
Luke Pollard is an ASIC-registered financial adviser based in Traralgon, Victoria, dedicated to helping individuals and families achieve their financial goals. Luke holds a Diploma of Financial Planning (Kaplan, 2018), completed Ethics and Professionalism in Financial Advice (Kaplan, 2020), and a Graduate Diploma of Financial Planning (Kaplan, 2022), ensuring he provides advice that is both knowledgeable and ethical. Luke is authorized to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, and government debt securities. He is passionate about creating tailored strategies that align with each client's unique circumstances and aspirations. Key services offered: • Superannuation advice, including contribution strategies and fund selection • Wealth management, encompassing investment planning and portfolio construction • Securities advice, providing guidance on buying and selling shares and other listed investments • Advice on Government Debt Securities, offering secure investment options Luke is committed to building long-term relationships with his clients, providing ongoing support and guidance to help them navigate the complexities of the financial landscape. Are you ready to take control of your financial future? Contact Luke today to schedule a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Luke Pollard offer?
Luke Pollard provides advice on superannuation, wealth management, securities, and government debt securities. He can help you create a tailored financial plan to achieve your specific goals.
What are Luke Pollard's qualifications?
Luke holds a Diploma of Financial Planning, completed Ethics and Professionalism in Financial Advice and a Graduate Diploma of Financial Planning, all from Kaplan.
What can I expect during my first meeting with Luke Pollard?
During your initial consultation with Luke, you can expect to discuss your financial goals, current situation, and risk tolerance. Luke will then outline potential strategies and solutions tailored to your needs.
How does Luke Pollard stay up-to-date with changes in financial regulations?
Luke is committed to ongoing professional development and regularly participates in training and educational programs to stay informed about the latest changes in financial regulations and best practices.
What is involved in Luke Pollard's wealth management service?
Luke's wealth management service involves a comprehensive approach to investment planning, portfolio construction, and ongoing management, designed to help you grow and protect your wealth over time.
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