Luke Rogers work email
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Luke Rogers personal email
I am an accredited securities dealer in Australian and international equities, derivatives, managed funds, margin lending, fixed interest and superannuation. I hold a Bachelor of Business, Bachelor of Commerce, the Graduate Diploma in Applied Finance and Investment, the Diploma of Financial Planning, the Professional Diploma of Stockbroking and Level 2 ASX Derivatives Accreditation.As an equities and derivatives adviser with 15 years in financial services, I focus on dividend and franking credit enhancement strategies for my SMSF clients.Similarly, I commonly implement derivative strategies for my clients seeking extra income and portfolio protection predominantly using exchange traded options, inlcuding:- The ability to earn income in any market, including a falling or sideways market- Portfolio protection strategies, and/or- leverage of super fundsPlease contact me directly to learn whether my services may be a good fit for your financial objectives.Specialties: - Superannuation, focussing on both income and growth strategies- Portfolio management- Portfolio reporting- Options trading- Family Office- IPOs and Placements
Graystone Capital Pty Ltd
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Managing DirectorGraystone Capital Pty Ltd May 2020 - PresentBrisbane, Queensland, AustraliaAustralian Financial Services Licence #245375
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Managing DirectorOdin Financial Pty Ltd Jun 2018 - PresentBrisbaneI am an accredited securities dealer in Australian and international equities, derivatives, managed funds, margin lending, fixed interest and superannuation. I hold a Bachelor of Business, Bachelor of Commerce, the Graduate Diploma in Applied Finance and Investment, the Diploma of Financial Planning, the Professional Diploma of Stockbroking and Level 2 ASX Derivatives Accreditation.As an equities and derivatives adviser with 15 years in financial services, I focus on dividend and franking credit enhancement strategies for my SMSF clients.Similarly, I commonly implement derivative strategies for my clients seeking extra income and portfolio protection predominantly using exchange traded options, inlcuding:- The ability to earn income in any market, including a falling or sideways market- Portfolio management and protection strategies, and/or- leverage including within self managed super fundsPlease contact me directly to learn whether my services may be a good fit for your financial objectives.Specialties:- Superannuation, focussing on both income and growth strategies- Portfolio management- Portfolio Reporting- Options trading- IPOs and Placements
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Executive Investment AdviserCognitivewealth Pty Ltd Oct 2013 - Jun 2018Brisbane, Australia
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Investment AdviserPatersons Securities Mar 2009 - Oct 2013Brisbane -
Investment AdviserTolhurst Noall Jan 2008 - Mar 2009Brisbane -
Investment AdviserFreeman Fox Jun 2007 - Jan 2008Brisbane, Australia -
Investment AdviserBurrell Stockbroking & Superannuation Apr 2004 - Jun 2007
Luke Rogers Skills
Luke Rogers Education Details
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(Finance & Investment, Accounting, Marketing And Hr) -
(Finance & Investment, Accounting, Marketing And Hr) -
Financial Services Institute Of AustralasiaInvestments And Securities -
Australian Stock ExchangeDerivatives -
TribecaInvestments And Securities -
Financial Planning And Services
Frequently Asked Questions about Luke Rogers
What company does Luke Rogers work for?
Luke Rogers works for Graystone Capital Pty Ltd
What is Luke Rogers's role at the current company?
Luke Rogers's current role is Managing Director at Odin Financial Pty Ltd & Managing Director at Graystone Capital Pty Ltd (AFSL 245375).
What is Luke Rogers's email address?
Luke Rogers's email address is lr****@****.com.au
What schools did Luke Rogers attend?
Luke Rogers attended The University Of Queensland, The University Of British Columbia, Financial Services Institute Of Australasia, Australian Stock Exchange, Tribeca, Monarch Institute.
What skills is Luke Rogers known for?
Luke Rogers has skills like Superannuation, Investments, Equities, Stockbroking, Derivatives, Portfolio Management, Wealth Management, Options, Investment Advisory, Financial Services, Finance, Asset Allocation.
Not the Luke Rogers you were looking for?
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3kbr.com, mottmac.com, mottmac.com.au
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Luke Rogers
Melbourne, Vic -
Luke Rogers
Senior Technical Project Manager - Technology Discovery & Validation Center Of Excellence - TelstraMelbourne, Vic1telstra.com.au -
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