Luke Pollard
GradDipFinPlan
Private Client Adviser
I aim to develop strategies that will help clients achieve their financial objectives. Strategic asset allocation is used to maximize portfolio performance and reduce levels of risk and volatility.
Luke has been with Morgans Traralgon since 2018 and has completed the required studies to become a qualified financial adviser.
Investment Style
Luke aims to help clients obtain the right balance for them between risk and return. Diversified portfolios are constructed in accordance with the clients risk profile to ensure appropriate returns are achieved over the long term.
Services and Specialties
Financial Planning
Retirement and Estate Planning
Self-Managed Super Funds
Stockbroking
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Ethics and Professionalism in Financial Advice
Associations
No items found.
Competencies
Financial Planning
Generic
Managed Investments
Securities
Superannuation
I am employed by Lonely Bay Pty Ltd which operates the business of Morgans Financial Limited - Traralgon. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
