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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Top Focus Partners Australia Employees
Andrew Waldren
Non Executive Director
London, GB
Anna Frathelakis
Director, People and Culture
Sydney, NSW, AU
Kristen Bell
President | Board Director
Sydney, NSW, AU
Luke Andersen
Principal Wealth Adviser QLD
Brisbane, QLD, AU
Samantha Beard
Client Service Associate
Melbourne, VIC, AU
Amarnath Poddatooru
Head of Technology and Data
Sydney, NSW, AU
Shane Hermann
Head of Practice Management and Operations
Sydney, NSW, AU
Thomas Colombo
Senior Vice President
Charlotte, NC, US
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