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Luke Andersen Email & Phone Number
Principal Wealth Adviser QLD
at
Focus Partners Australia
2 phones found
area 141
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal Wealth Adviser QLD
Location
Bundall, Queensland, Australia
Company size
Who is Luke Andersen? Overview
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Quick answer
Luke Andersen is listed as Principal Wealth Adviser QLD at Focus Partners Australia, a company with 43 employees, based in Bundall, Queensland, Australia. AeroLeads shows phone signal with area code 141 and a matched LinkedIn profile for Luke Andersen.
Luke Andersen previously worked as Managing Director at Financial Professionals and Senior Financial Planner at Eureka Whittaker Macnaught. Luke Andersen holds Bachelor Of Business Management, International Business And Marketing from Qut (Queensland University Of Technology).
Company email context
Email format at Focus Partners Australia
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Focus Partners Australia
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Profile bio
About Luke Andersen
I have 20 years’ experience in the financial advice and real estate funds management industries, having held partnership and managerial positions in highly-respected firms within each industry.I’m passionate about building long-term relationships with clients, and I take great delight in helping clients achieve their financial goals.I enjoy working with clients from all walks of life, although I have developed particular expertise in helping successful individuals and families protect, grow, and transition their wealth.I provide holistic financial advice and have specific expertise in investment management and self-managed superannuation funds.I'm fortunate to work with a wonderful group of existing clients, although I have capacity to assist more clients so feel free to get in touch to discuss how I may be able to assist you in achieving your goals.
Listed skills include Wealth Management, Series 7, Mutual Funds, Retirement Planning, and 20 others.
Current workplace
Luke Andersen's current company
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Focus Partners Australia
6 roles
Luke Andersen work experience
A career timeline built from the work history available for this profile.
Managing Director
Current- Investment Committee chair.- Lead adviser to HNW and UHHNW clients.- Manage day-to-day operations of business.- Strategic leadership in conjunction with Connectus.- Operate partner firm, Aspiri Financial Services
Jul 2022 - Present
Senior Financial Planner
- Advise full spectrum of clients from young professionals to retirees.- Assist leadership with growth and marketing strategies.- In-house investment committee member and pricing committee member.- Member of AZNGA's leadership program.- Representative to external advisory panel for global asset manager.
Aug 2019 - Jul 2022
Director Of Funds Management & Investor Relations
- Advised wholesale clients satisfying the sophisticated investor definition.- Developed and lead extensive business restructure and strategy rollout.- Developed funds management product suite alongside AFSL.- Established and operated project-specific managed investment schemes.- Managed investor communications and relations.- Raised capital directly and.
Oct 2014 - Aug 2019
Head Of Advice
- Advised Templetons HNW clients.- Board member and equity holder alongside ASX listed parent.- Lead in-house insurance and investment committees.- Managed advice and para-planning divisions.
Mar 2007 - Sep 2014
Development Manager
- Co-authored 'Residential Real Estate - A Practical Guide For Beginners To Experts'.- Managed investor relations with joint-venture partners.- Managed property development projects from concept to completion.
Jan 2004 - Mar 2007
7 education records
Luke Andersen education
Bachelor Of Business Management, International Business And Marketing
Graduate Diploma In Financial Planning
Investment Management Analyst Certificate, Investments And Securities
Portfolio Construction Forum
Certificate Iv In Financial Services (Finance/Mortgage Broking)
The National Finance Institute
Smsf Accreditation
Pinnacle Financial Services Academy
Accredited Listed Product Adviser Program
Margin Lending & Geared Investments
FAQ
Frequently asked questions about Luke Andersen
Quick answers generated from the profile data available on this page.
What company does Luke Andersen work for?
Luke Andersen works for Focus Partners Australia.
What is Luke Andersen's role at Focus Partners Australia?
Luke Andersen is listed as Principal Wealth Adviser QLD at Focus Partners Australia.
What is Luke Andersen's phone number?
AeroLeads has found 2 phone signal(s) with area code 141 for Luke Andersen at Focus Partners Australia.
Where is Luke Andersen based?
Luke Andersen is based in Bundall, Queensland, Australia while working with Focus Partners Australia.
What companies has Luke Andersen worked for?
Luke Andersen has worked for Focus Partners Australia, Financial Professionals, Eureka Whittaker Macnaught, Positive Property Strategies, and Templetons Financial.
How can I contact Luke Andersen?
You can use AeroLeads to view verified contact signals for Luke Andersen at Focus Partners Australia, including work email, phone, and LinkedIn data when available.
What schools did Luke Andersen attend?
Luke Andersen holds Bachelor Of Business Management, International Business And Marketing from Qut (Queensland University Of Technology).
What skills is Luke Andersen known for?
Luke Andersen is listed with skills including Wealth Management, Series 7, Mutual Funds, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, and Investment Strategies.
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