Luke Furner

Luke Furner Email and Phone Number

Financial Planner at Melbourne Strategic Financial (0432 328 026) @
Luke Furner's Location
Melbourne, Victoria, Australia, Australia
Luke Furner's Contact Details

Luke Furner work email

Luke Furner personal email

n/a
About Luke Furner

Specialties: • Defined benefit superannuation strategies (ESSS, PSS, CSS, DFRDB, MSBS, UniSuper) including retirement strategies• ESSS, PSS, CSS member voluntary redundancy analysis and advice• Investment and wealth management • Personal insurance• Aged care advice• Philanthropic advice

Luke Furner's Current Company Details
Melbourne Strategic Financial

Melbourne Strategic Financial

Financial Planner at Melbourne Strategic Financial (0432 328 026)
Luke Furner Work Experience Details
  • Melbourne Strategic Financial
    Financial Planner
    Melbourne Strategic Financial Jul 2018 - Present
    Melbourne, Australia
    Melbourne Strategic Financial provides financial advice focussed on ensuring you make the right decisions at life’s turning points. We have a strong emphasis on maintaining an ongoing relationship to ensure that you are reaching your goals and understand the implications of choices you make. We are also among only a handful of planners nationally that have an intimate understanding of defined benefit schemes and how to maximise the wealth of ESSS, CSS, PSS and DFRDB members. Our focus is ensuring maximum after-tax wealth creation for you on a risk-adjusted basis.
  • Canberra Strategic Financial
    Financial Planner
    Canberra Strategic Financial Sep 2014 - Present
    Canberra, Australia
    Canberra Strategic Financial was established to meet the complex needs of Canberra-based clients, particularly those with defined-benefit superannuation (such as PSS or CSS).Working with this group we have an unmatched breadth of advice experience including self-managed super, aged care, small business, philanthropy, borrowing, personal insurance and investment advice.Canberra Strategic Financial takes the time to provide detailed financial advice focussed on ensuring you make fully informed decisions at life’s turning points. Our focus is ensuring maximum after-tax wealth creation for you on a risk-adjusted basis.
  • Bridges Financial Services
    Financial Planner And Stockbroker
    Bridges Financial Services Mar 2014 - Sep 2014
    Deakin, Canberra
  • Commonwealth Bank
    Financial Planner
    Commonwealth Bank Sep 2013 - Mar 2014
    Canberra, Australia
  • Macquarie Group
    Private Client Advisor
    Macquarie Group Dec 2010 - Sep 2013
    Canberra
  • Zuraida Ariffin Wealth Creation
    Strategic Paraplanner
    Zuraida Ariffin Wealth Creation Feb 2007 - Nov 2010
    Developed and implemented complex financial strategies.

Luke Furner Skills

Pss/css Benefit Analysis Smsf Establishment And Management Financial Planning Investment Strategies Investment Properties Investments Superannuation Pensions Risk Modelling Insurance Estate Planning Succession Planning Retirement Planning Retirement Income Strategies Tax Structuring Retirement Strategic Financial Planning Tax Smsf Finance Wealth Wealth Management Income Protection Financial Services Strategy Risk Modeling Financial Advisory Asset Allocation Investment Advisory Portfolio Management Asset Management Investment Management

Luke Furner Education Details

  • The Australian National University
    (Economics, Finance And International Business)
  • Financial Planning Association
    Financial Planning Association
    Cfp® Certification
  • Kaplan Professional
    Kaplan Professional
    Advanced Diploma Of Financial Planning
  • Kaplan Professional
    Kaplan Professional
    Diploma Of Financial Planning
  • Kaplan Professional
    Kaplan Professional
    Derivatives (Fnsasicv503A)
  • Kaplan Professional
    Kaplan Professional
    Self Managed Superannuation Funds

Frequently Asked Questions about Luke Furner

What company does Luke Furner work for?

Luke Furner works for Melbourne Strategic Financial

What is Luke Furner's role at the current company?

Luke Furner's current role is Financial Planner at Melbourne Strategic Financial (0432 328 026).

What is Luke Furner's email address?

Luke Furner's email address is lu****@****rie.com

What schools did Luke Furner attend?

Luke Furner attended The Australian National University, Financial Planning Association, Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional.

What skills is Luke Furner known for?

Luke Furner has skills like Pss/css Benefit Analysis, Smsf Establishment And Management, Financial Planning, Investment Strategies, Investment Properties, Investments, Superannuation, Pensions, Risk Modelling, Insurance, Estate Planning, Succession Planning.

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