Associate Wealth Adviser – Investments
As Associate Wealth Adviser, Luke provides support to Dixon Advisory clients in relation to investment portfolio advice while also assisting with any investment-related queries.
Luke’s approach to client service is driven by a genuine desire and care to assist people in achieving what they want to achieve – whether it is investment related or otherwise.
He joined Dixon Advisory’s strategy team in 2017, where he developed his skills in financial planning. During the year, Luke then moved into the investments team as an Analyst, where he immersed himself in the world of financial markets and portfolio construction.
“I developed an interest for financial markets at university and through that, became more focused on superannuation considering it’s a major factor in everyone’s lives,” he says. “It’s this that continues to motivate me to work closely with clients, as I know the support I provide will help shape their retirement. This is both a responsibility and a privilege.”
Luke has a Bachelor of Business, majoring in Banking and Finance, from Monash University and has completed a Diploma of Financial Planning.