LUKE ROWLANDS

B Comm Grad Dip FP
ASIC Authorised Representative Number 1310604

Luke began work in the financial services industry in 2021 after making the move from his role as an Accountant at WealthVisory, after 5 years.

Luke graduated from Curtin University with a Bachelor of Commerce (Accounting Major) and has completed his Graduate Diploma of Financial Planning with Kaplan Professional. He has passed the required FASEA Ethical Standards exam.

Luke is happily married to his wife, Letesia, and has 2 young sons. He enjoys spending time with his family and friends, gym, surfing, elaborate board games, indoor or outdoor soccer (when he isn’t injured) and being a part of his local church, Eastlake.

Luke’s focus is to build long-term relationships with his clients, with the aim of understanding and assisting them in achieving their financial and lifestyle goals. He has technical experience in the areas of retirement planning, self-managed super funds, superannuation, investments and insurance and continues to educate himself on the best available strategies that can be implemented for the benefit of his clients.

Qualifications:

Bachelor of Commerce major Accounting
Graduate Diploma of Financial Planning
FASEA Ethical Standards