Luke joined Evans and Partners in 2020 as an associate adviser within the Private Wealth team. In his role, Luke works closely with advisers Craig Frankpitt, Tom Richardson and Monique Gourlay to assist them in the ongoing management of portfolios, including the implementation of investment advice.
Prior to joining Evans and Partners, Luke worked within the E&P Financial Group as Associate Adviser for three years, gaining experience in broad retirement planning advice within the strategic financial advice team.
Luke holds a Bachelor of Business from Monash University, where he majored in Banking and Finance. Luke also holds a Diploma of Financial Planning and is RG146 compliant.
Luke completed the FASEA Financial Adviser Exam in August 2020.