Luke McElwaine
Private Client Adviser
I provide measured and balanced advice to families to assist them in meeting their investment goals.
Luke commenced in the financial services industry in 1994 and has worked for Barclays Capital Investment Bank in London and Rio Tinto. Luke also has extensive personal investment experience in Australian and International equities.
Investment Style
Luke focuses on providing investment advice to family groups. His approach involves working closely with clients over the medium and long term. He selects investments based on fundamental analysis and overlays both investment criteria and technical filters. Luke advises on trading opportunities in certain circumstances.
Services and Specialties
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Options and Warrants
Portfolio Administration
Stockbroking
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Ethics and Professionalism in Financial Advice
Bachelor of Commerce
Graduate Diploma of Applied Finance & Investment
Australian Institute of Company Directors
Associations
Graduate Member of the Australian Institute of Company Directors
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Derivatives Level 2
Generic
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
