Luke Rogers

Luke Rogers Email and Phone Number

Managing Director at Odin Financial Pty Ltd & Managing Director at Graystone Capital Pty Ltd (AFSL 245375) @
Luke Rogers's Location
Greater Brisbane Area, Australia
Luke Rogers's Contact Details

Luke Rogers work email

Luke Rogers personal email

n/a
About Luke Rogers

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

Luke Rogers's Current Company Details
Graystone Capital Pty Ltd

Graystone Capital Pty Ltd

Managing Director at Odin Financial Pty Ltd & Managing Director at Graystone Capital Pty Ltd (AFSL 245375)
Luke Rogers Work Experience Details
  • Graystone Capital Pty Ltd
    Managing Director
    Graystone Capital Pty Ltd May 2020 - Present
    Brisbane, Queensland, Australia
    Australian Financial Services Licence #245375
  • Odin Financial Pty Ltd
    Managing Director
    Odin Financial Pty Ltd Jun 2018 - Present
    Brisbane
    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 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
  • Cognitivewealth Pty Ltd
    Executive Investment Adviser
    Cognitivewealth Pty Ltd Oct 2013 - Jun 2018
    Brisbane, Australia
  • Patersons Securities
    Investment Adviser
    Patersons Securities Mar 2009 - Oct 2013
    Brisbane
  • Tolhurst Noall
    Investment Adviser
    Tolhurst Noall Jan 2008 - Mar 2009
    Brisbane
  • Freeman Fox
    Investment Adviser
    Freeman Fox Jun 2007 - Jan 2008
    Brisbane, Australia
  • Burrell Stockbroking & Superannuation
    Investment Adviser
    Burrell Stockbroking & Superannuation Apr 2004 - Jun 2007

Luke Rogers Skills

Superannuation Investments Equities Stockbroking Derivatives Portfolio Management Wealth Management Options Investment Advisory Financial Services Finance Asset Allocation Loans Financial Advisory Equity Derivatives Securities Ipo Trading Asset Management Estate Planning Wealth Funding Retirement Planning Financial Markets Investment Strategies Equity Trading Etfs

Luke Rogers Education Details

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.

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