Luke Alexander

Luke Alexander, Authorised Representative 1269826 provides holistic, individualised financial advice for his clients. His services are carefully designed to encompass all aspects of managing personal wealth, no matter which stage of life his clients are in. He takes pride in offering a multi-disciplined approach to financial planning, including in areas such as SMSF & superannuation, personal insurances, finance establishment & mortgage broking and stockbroking & execution services.

• Graduate Diploma of Financial Planning (Kaplan Professional)
• Bachelor of Business - Applied Finance (Western Sydney University)
• Certificate IV Finance & Mortgage Broking (Entry Education)
• RG146 – Securities (Kaplan Professional)
• Accredited Derivatives Advisor - Level 1 & Level 2 (Kaplan Professional)
• Managed Investments Accreditation (Financial Education Professionals)

Luke has been providing personal financial advice since 2018. Luke is a current member of the Finance Brokers Association of Australasia.

Luke Alexander is a licensed financial advisor covering a broad spectrum of financial products, including specialisation in derivatives, personal insurance products, managed investment schemes, listed securities, and superannuation. Luke provides comprehensive advice tailored to individual client needs.