Luke Andersen Email & Phone Number
Principal Wealth Adviser QLD @ Focus Partners Australia
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Luke Andersen Location
- Brisbane, QLD, AU
Luke Andersen Work
- 2025 -now Principal Wealth Adviser QLD @
- 2022 -2025 Managing Director @
- 2019 -2022 Senior Financial Planner @
- 2014 -2019 Director of Funds Management and Investor Relations @
- 2007 -2014 Head of Advice @
- 2004 -2007 Development Manager @
Luke Andersen Education
- Portfolio Construction Forum
Investment Management Analyst Certificate (Investments and Securities)
2024-2024 - Kaplan Professional
Accredited Listed Product Adviser Program
2019-2019 - Pinnacle Financial Services Academy
SMSF Accreditation
2013-2013 - Kaplan Professional
Margin Lending & Geared Investments
2011-2011 - The National Finance Institute
Certificate IV in Financial Services (Finance/Mortgage Broking)
2008-2008 - FINSIA
Graduate Diploma in Financial Planning
2006-2007 - QUT (Queensland University of Technology)
Bachelor of Business Management (International Business and Marketing)
2001-2003
Luke Andersen Skills
- Wealth Management
- Series 7
- Mutual Funds
- Retirement Planning
- Investment Advisory
- Asset Allocation
- Retirement
- Investment Strategies
- Finance
- Series 63
- Mortgage Lending
- Financial Advisory
- Strategic Financial Planning
- Fixed Annuities
- Securities
- Financial Planning
- Portfolio Management
- Risk Management
- Investments
- Management
- Wealth
- Business Development
- Negotiation
- Customer Service
Luke Andersen Summary
- Luke Andersen, based in Brisbane, QLD, AU, is currently a Principal Wealth Adviser QLD at Focus Partners Australia. Luke Andersen brings experience from previous roles at Financial Professionals, Eureka Whittaker Macnaught, Positive Property Strategies and Templetons Financial. Luke Andersen holds a 2024 - 2024 Investment Management Analyst Certificate in Investments and Securities @ Portfolio Construction Forum. With a robust skill set that includes Wealth Management, Series 7, Mutual Funds, Retirement Planning, Investment Advisory and more. Luke Andersen has 2 emails and 1 mobile phone numbers on RocketReach.
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Brisbane, QLD, AU
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